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# 650 Group

Publisher of Technology Reports

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## Posts

- [Cato Networks Leverages NVIDIA Technology to Enhance its Security Services](https://650group.com/blog/cato-networks-leverages-nvidia-technology-to-enhance-its-security-services/) - The accelerating adoption of AI is placing new demands on enterprise security infrastructure. As organizations deploy copilots, AI assistants, and autonomous agents, security platforms must analyze far more contextual and conversational traffic than traditional controls were designed to handle. Cato Networks is addressing this shift with Cato Neural Edge, embedding NVIDIA GPUs across its global SASE
- [MWC 2026: The RAN Chip Wars – Merchant vs ASIC Strategies](https://650group.com/blog/mwc-2026-the-ran-chip-wars-merchant-vs-asic-strategies/) - Mobile World Congress 2026 crystallized the AI-RAN strategic split. Nokia and Samsung are betting on merchant silicon (CPUs and/or GPUs), while Ericsson, Huawei, and ZTE continue relying on purpose-built ASICs. The merchant camp believes general-purpose chips are now powerful and available enough to run real-time RAN functions plus AI workloads on the same platform —
- [Arrcus Highlights its AI-Focused AINF at MWC 26](https://650group.com/blog/arrcus-highlights-its-ai-focused-ainf-at-mwc-26/) - Having just returned from MWC 26 in Barcelona, I stopped by the Arrcus booth and learned about the Arrcus Inference Network Fabric (AINF) that the company announced right before the show. The company describes AINF as the first AI Inference Network Fabric. It is positioned as a carrier-grade, 5G-ready fabric designed to address the demands
- [Networking, Power Efficiency, and Flexible Architectures Drive Lower Costs In AI Data Center Networks](https://650group.com/blog/networking-power-efficiency-and-flexible-architectures-drive-lower-costs-in-ai-data-center-networks/) - Faster XPU/GPU Cycles Require a Wider Range of Networking Products at a Faster Cadence Introduction: The Surging AI Networking OpportunityThe AI data center networking market stands at an inflection point. This market is expanding toward $200B in the coming years, with Ethernet positioned to claim the largest share of this substantial opportunity. This growth reflects
- [Fortinet Accelerate 26 Event Highlights AI Readiness](https://650group.com/blog/fortinet-accelerate-26-event-highlights-ai-readiness/) - I attended the upbeat Fortinet Accelerate 2026 in Las Vegas on Tuesday. As part of the show, the company made two key announcements: FortiOS 8.0 and FortiSOC. Fortinet introduced FortiOS 8.0, which expands the Security Fabric with Secure AI Controls for visibility into shadow AI and AI-aware application controls, Fabric-Based AI Agents for automated troubleshooting,
- [Navigating the Explosion in Data Center Networking Demand](https://650group.com/blog/navigating-the-explosion-in-data-center-networking-demand-2/) - New Business Models Emerge IntroductionThe data center networking landscape is more important than ever, propelled by the growth of AI and the formation of new sovereign/Neoclouds. Rack-scale is the new unit of compute, and that is driving scale-out, scale-up, and scale-across as the next areas of growth in the market. Data center switching is the
- [The Widening Chasm: XPU Data Hunger Outpaces Network Infrastructure](https://650group.com/blog/the-widening-chasm-xpu-data-hunger-outpaces-network-infrastructure/) - Why Networking Scale Matters for AI's Next Phase Introduction:The AI infrastructure boom shows no signs of slowing. Hyperscalers, neoclouds, sovereign clouds, and enterprises are pouring hundreds of billions into GPU and XPU clusters to fuel ever-larger models. Amazon's CAPEX guide was $200B for 2026, and a slew of fresh capital should be injected as Anthropic,
- [Networking is the Key to Unlocking GPU/XPU Diversity](https://650group.com/blog/networking-is-the-key-to-unlocking-gpu-xpu-diversity/) - Customers Deploying Multiple Generations of GPUs Benefit from Ethernet Fabrics IntroductionThe AI data center market is at an inflection point. Hyperscalers and large enterprises are scaling massively to support AI workloads. Still, as they build towards a world of multiple GPUs/XPUs per supplier and numerous suppliers, they realize that they can't be locked into a
- [SpaceX Acquisition of xAI Drives AI Capex](https://650group.com/blog/spacex-acquisition-of-xai-drives-ai-capex/) - Yesterday, news came out that two Elon Musk-led companies, SpaceX and xAI were merging. We conduct research across many aspects of the now-combined company and believe the combination makes it much more likely that the xAI part will receive continued, robust funding to build numerous data centers in the future. Here are some of the
- [The Hidden Economics of AI Infrastructure: Why Network Disaggregation Matters More Than Ever](https://650group.com/blog/the-hidden-economics-of-ai-infrastructure-why-network-disaggregation-matters-more-than-ever/) - IntroductionThe AI expansion phase is in full swing, with companies pouring hundreds of billions into GPU clusters. While the spotlight stays on compute, many business models are forming in the network layer from fully integrated and pre-validated designs, to best-of-breed DIY, to everything in between. As AI models explode in size and organizations race to
- [Navigating the Explosion in Data Center Networking Demand](https://650group.com/blog/navigating-the-explosion-in-data-center-networking-demand/) - The Booming Data Center Networking Market: Massive Opportunities for Incumbents and Startups IntroductionAs we kick off 2026, the data center networking landscape is more important than ever, propelled by AI and new sovereign/Neoclouds forming. Rack-scale is the new unit of compute and that is driving scale-out and scale-up as the next vectors of growth in
- [In the AI Era, Ethernet Set to Surge in Scale-Out and Ramp in Scale-Up](https://650group.com/blog/in-the-ai-era-ethernet-set-to-surge-in-scale-out-and-ramp-in-scale-up/) - How Ethernet is Poised to Expand in the Entire AI Networking Landscape IntroductionIn the rapidly evolving world of AI infrastructure, the debate between scale-up and scale-out architectures has shaped market dynamics. As we enter 2026, Ethernet's trajectory suggests it will surge in Scale-Out and move from proof-of-concept to production in Scale-Up. This blog explores the
- [Taiwan Trade Deal Featuring More TSMC Chip Plants in the US is a Big Deal](https://650group.com/blog/taiwan-trade-deal-featuring-more-tsmc-chip-plants-in-the-us-is-a-big-deal/) - New FABs Were Needed to Keep Pace with the AI Boom TSMC's Arizona expansion is gaining momentum, with recent reports indicating a significant ramp-up tied to evolving U.S.-Taiwan trade discussions. The chip giant has already brought its first fab online in late 2024, with a second facility accelerated for 3nm production by 2027 and a
- [Video Interview: Marvell's Sandeep Bharathi  Speaks with 650 Group](https://650group.com/blog/video-interview-marvells-sandeep-bharathi-speaks-with-650-group/) - Alan Weckel had a great conversation with Sandeep Bharathi, President of the Data Center Group at Marvell, during their Industry Analyst Day. Sandeep provides an in-depth perspective on what Marvell has been up to in custom silicon, along with the momentum they see on XPU attach to alleviate bottlenecks in networking, memory, and storage. It
- [Cisco and the Future of AI Networking](https://650group.com/blog/cisco-and-the-future-of-ai-networking/) - How Ethernet, AI Infrastructure, and ecosystem partnerships are driving a $70B+ market shift Introduction Networking plays a key role in AI buildouts. From a user's perspective, we might see this as a faster response time or better results, but behind the scenes, the network plays the vital role of connecting everything. This importance grows in
- [AI Fabrics for Neo and Sovereign Clouds: Why Non-Blocking Design Matters](https://650group.com/blog/ai-fabrics-for-neo-and-sovereign-clouds-why-non-blocking-design-matters/) - Introduction AI Ethernet Switching provides the backbone for connecting GPUs. We discussed the different types of AI fabrics and the advantages Ethernet had in our previous blog. The fabrics are key to how Neoclouds and Sovereign Clouds build next-generation AI clusters. Idle GPUs and congestion costs are significant. This blog will discuss the need for
- [Marvell’s CPO Story Unfolds at its Industry Analyst Meeting](https://650group.com/blog/marvells-cpo-story-unfolds-at-its-industry-analyst-meeting/) - We attended the Marvell Industry Analyst Day in Santa Clara, California today. The company focused almost exclusively on the Data Center market opportunities the company is pursuing. Numerous spokespersons said that it thinks it has enough manufacturing capacity to hit its 2026 plans and it is working with customers and its suppliers to set up for a
- [Extreme Networks Holds Upbeat Investor and Analyst Day](https://650group.com/blog/extreme-networks-holds-upbeat-investor-and-analyst-day/) - We attended Extreme Networks’ Investor and Analyst Day at NASDAQ’s New York City facilities earlier this week. The company was decidedly upbeat and emphasized that it has an opportunity to pursue customers currently served by its competitors. The company reiterated that its Extreme Platform ONE (its cloud and AI management system) has been in General
- [Design Smarter Networks: AI for Networking is Shaping the Future of Network Operations](https://650group.com/blog/design-smarter-networks-ai-for-networking-is-shaping-the-future-of-network-operations/) - Introduction In today's resource-scarce world, network reliability and efficiency are essential to helping IT teams scale, as finding skilled IT staff is increasingly complex. Without a move to AI for operations, the number of devices and applications will overwhelm existing staff and increase an organization's exposure to security vulnerabilities and compliance lapses. Using AI to
- [NVIDIA Invests $1B In Nokia to Influence AI-RAN](https://650group.com/blog/nvidia-invests-1b-in-nokia-to-influence-ai-ran/) - This week at NVIDIA's GTC show in Washington, D.C., NVIDIA and Nokia announced that NVIDIA will invest $1 billion in Nokia to jointly pursue the goal of developing AI-RAN systems in the future. Based on the companies' formal announcement and a call hosted by Nokia earlier this week, we understand that Nokia will make baseband systems available
- [Fortinet Analyst Meeting - Celebrating 25 Years](https://650group.com/blog/fortinet-analyst-meeting-celebrating-25-years/) - We attended an analyst meeting held in Fortinet's headquarters and Executive Briefing Center (EBC) this week. Over ten different executives presented to the small audience about product, marketing and go-to-market activities at the cybersecurity leader. We left with the sense that SASE is the company's key growth engine and that the company is rapidly expanding
- [Capturing the AI Wave: New Revenue Models for Service Providers and Colocation Operators](https://650group.com/blog/capturing-the-ai-wave-new-revenue-models-for-service-providers-and-colocation-operators/) - Introduction Service Providers (SP) and Colocation (Colo) Providers play a pivotal role in enabling and scaling the AI economy. AI workloads, whether training, inference, agentic, consumer, or enterprise, have fundamentally different compute, storage, networking, and power requirements than traditional applications. Organizations must process massive volumes of sensitive, mission-critical data, redefining where computing occurs and how
- [ZTE User Conference in Milan: AI and 6G at the Forefront](https://650group.com/blog/zte-user-conference-in-milan-ai-and-6g-at-the-forefront/) - We attended the ZTE User Conference and Analyst Meeting in Milan, Italy, this week. The company is celebrating its 40th anniversary. On the first day, many customers presented and shared various insights about their operations; the operators' insights primarily related to AI, 6G, and European mobile over-competition. On the second day, the company shared numerous
- [Top 5G Americas Wireless Operator Event Themes included Satellite and 6G](https://650group.com/blog/top-5g-americas-wireless-operator-event-themes-included-satellite-and-6g/) - We attended the 5G Americas conference this week and came away with few themes we felt were impactful: NTN, more spectrum lobbying, 6G, environmental sensing, and Sliced Services. We think the most important of these themes is Satellite NTN/D2C as it has the greatest potential to disrupt the mobile market of all themes. First, non-terrestrial
- [T-Mobile US Announces Data Transmission over Starlink](https://650group.com/blog/t-mobile-us-announces-data-transmission-over-starlink/) - T-Mobile US this week announced a major expansion of T-Satellite with Starlink, bringing satellite data connectivity for popular apps to dozens more smartphones. Powered by 650+ Starlink Direct to Cell (D2C) Satellites, T-Satellite customers can now use their phones to access essential off-the-grid apps like WhatsApp, AllTrails, AccuWeather, Google Maps, T-Life, X and more. In
- [Nokia Optical and Routing Conference Highlights](https://650group.com/blog/nokia-optical-and-routing-conference-highlights/) - The AI traffic boom and Coherent Pluggables were the new themes at this year's Nokia SRexperts / Wavelengths conference. Since Nokia completed its Infinera acquisition in February 2025, it has made leadership changes to reflect its increasing market presence and expanded product breadth. Notably, David Heard, the President of Network Infrastructure for Nokia, kicked off
- [Tarana Launches its New G2 Product](https://650group.com/blog/tarana-launches-its-new-g2-product/) - Fixed Wireless Access (FWA) company, Tarana Wireless, launched its second-generation product series called G2. The wireless radio system, intended for installation on wireless towers, supports the 3, 5, and 6 GHz spectrum in the same hardware and can practically connect to up to 400 homes or businesses. The tower-mounted product (BN) is priced at $21,000,
- [Nokia Broadband Team Illustrates its 25G, 50G and mmWave Opportunities](https://650group.com/blog/nokia-broadband-team-illustrates-its-25g-50g-and-mmwave-opportunities/) - This week, we attended the Nokia Fixed Networks (Broadband) team’s annual analyst meeting in Texas. The company was quite bullish about its progress with 25G Passive Optical Networks (PON) (more on this next). In light of its disclosure that it has shipped 192 million broadband devices, it shared its unique insights about its emerging, high-volume,
- [A Tale of Three Networks, AI Networking Infrastructure Surge Spans Multiple Protocols and Technologies](https://650group.com/blog/a-tale-of-three-networks-ai-networking-infrastructure-surge-spans-multiple-protocols-and-technologies/) - Scale-Up (Ethernet, NVLink, PCIe, UALink), Scale-Out (Ethernet, InfiniBand), and Front-End (Ethernet) Contribute to $50B+ in Incremental Networking Opportunity This Decade AI's extreme performance demands are driving divergence in networking architectures, featuring distinct protocols, technologies, and topologies across components. We expect companies to embrace multiple aspects of these challenges and develop broad portfolios by leveraging existing
- [Today’s Distributed Hybrid AI requires investments in AI Fabrics, DCI/WAN, and Security](https://650group.com/blog/todays-distributed-hybrid-ai-requires-investments-in-ai-fabrics-dci-wan-and-security/) - AI Networking to Approach $100B a Year by the End of the Decade By Alan Weckel, Founder and Technology Analyst at 650 Group As the market moves from foundational models to widespread adoption of inference, AI networking fabrics will increasingly span multiple facilities. For a hyperscaler, this could mean connecting multiple buildings across municipalities to
- [MWC 2022 Recap](https://650group.com/blog/mwc-2022-recap/) - Hyperscalers, Open RAN, Private 5G and chip announcements were top news at the MWC show in Barcelona last week. Based on disclosures at the show, Open RAN looks to go commercial in 2023 and 2024, hyperscalers are obtaining contracts to carry an increasing amount of telecom-related workloads, Rakuten Symphony is amassing a growing list of
- [HPE Closes Juniper Acquisition](https://650group.com/blog/hpe-closes-juniper-acquisition/) - This morning, HPE closed on the Juniper deal, following the surprise announcement over the weekend that HPE had settled with the US Department of Justice (DOJ) right before the planned trial was to begin. HPE CEO Antonio Neri and former Juniper CEO Rami Rahim held a call with press and industry analysts. We asked the
- [Exploring the Potential Impact of HPE’s GreenLake Intelligence on Hybrid IT Operations](https://650group.com/blog/exploring-the-potential-impact-of-hpes-greenlake-intelligence-on-hybrid-it-operations/) - We attended the Hewlett Packard Enterprise’s (HPE) Discover conference in Las Vegas this week. Focusing on the company's agentic AI framework, Greenlake Intelligence, we felt this was an ambitious vision for managing across multiple parts of the HPE product set. This initiative aims to integrate AI-driven automation across HPE’s hybrid cloud stack, including networking, storage,
- [T-Mobile US announces Texting and Data from Space using T-Satellite](https://650group.com/blog/t-mobile-us-announces-texting-and-data-from-space-using-t-satellite/) - Yesterday, T-Mobile US fulfilled its satellite service plans, partnering with SpaceX's Starlink service to deliver texting and data transfer services. We are very bullish on this offering as it represents a significant expansion in territory that is covered, while simultaneously reducing the need for rural towers. We believe the capital spending implications of working with
- [Marvell Investor Day Highlights Surge in Custom ASIC Demand](https://650group.com/blog/marvell-investor-day-highlights-surge-in-custom-asic-demand/) - Strong Interest Extends Beyond Hyperscalers, and Data Center Semiconductor Content Continues to Surge in Support of AI During its investor day, Marvell highlighted a significant trend in the semiconductor industry: the move toward custom solutions is both accelerating and expanding. What was once a speculative venture just five years ago has now become one of
- [Mavenir's Restructuring Reflects RAN Industry Woes, Retrenching to Telecom Core](https://650group.com/blog/mavenirs-restructuring-reflects-ran-industry-woes-retrenching-to-telecom-core/) - Last year, when Mavenir parted ways with John Baker, its Open RAN evangelist, it was pretty clear that Mavenir hadn't met its plans for its RAN business. This week, it announced a $1.3 billion debt and equity restructuring, and today we learned of its plans to save $400 million per year in expenses, primarily related
- [AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers](https://650group.com/blog/amd-keynote-responding-to-the-needs-of-existing-and-future-hyperscalers/) - We attended the very upbeat AMD Advancing AI 2025 Keynote with its CEO, Lisa Su. Guests included hardware partners such as xAI, Meta, Oracle, HUMAIN, Microsoft, and OpenAI. The company announced that its MI355-series GPU ships commercially in 3Q25 and previewed its MI4xx-series, which it expects to ship in 2026. It also previewed its MI500
- [Optical Transport Equipment Market Experienced Modest Year-Over-Year Decline in 1Q'25](https://650group.com/press-releases/optical-transport-equipment-market-experienced-modest-year-over-year-decline-in-1q25-according-to-650-group/) - Following Nokia’s Acquisition of Infinera, Four Vendors Represent the Vast Majority of Revenues Incline Village, NV. May 20, 2025 — In a newly released report, 650 Group highlights that the 1Q25 Optical Transport Equipment market experienced a single-digit decline compared to year-ago revenues. The top five vendors in 1Q'25 included Huawei, Ciena, Nokia, ZTE and
- [Mobile Radio Access Network Market Nearly Flat Year-Over-Year in 1Q25](https://650group.com/press-releases/mobile-radio-access-network-market-nearly-flat-year-over-year-in-1q25/) - Significant Growth in North America Offset By Declines In Other Regions Incline Village, NV. May 20, 2025 — In a newly released report, 650 Group highlights that the Mobile Radio Access Network (RAN) infrastructure market experienced a slight decline in Q1 2025 compared to year-ago revenues, stabilizing after two years of significant downturns. However, the
- [Enterprise Wi-Fi Innovations at the Wi-Fi NOW Event](https://650group.com/blog/enterprise-wi-fi-innovations-at-the-wi-fi-now-event/) - We joined as both as an attendee and a panelist at the Wi-Fi NOW event at the Computer History Museum in Mountain View, CA. Some of the main themes were the rise of AI Networking, experiences of Managed Service Providers and Network as a Service, Wi-Fi service roaming, and the Wi-Fi 7 ramp. We cover
- [NVIDIA Announces “Security for AI” DOCA Argus Framework at RSA Conference](https://650group.com/blog/nvidia-announces-security-for-ai-doca-argus-framework-at-rsa-conference/) - NVIDIA Announces “Security for AI” DOCA Argus Framework at RSA Conference NVIDIA announced a new software framework that intends to provide a real-time security function for AI Infrastructure, which can be called “Security for AI.” The AI giant is using its BlueField Data Processing Unit (DPU) to read memory in GPU-based AI clusters (NVIDIA calls
- [Ethernet AI Networking Revenue Surges over 150% Y/Y, Bandwidth over 200% Y/Y in 2024](https://650group.com/blog/ethernet-ai-networking-revenue-surges-over-150-y-y-bandwidth-over-200-y-y-in-2024/) - Scale-out (Backend) and Frontend Al Achieve Record Revenue with 2025 Expected o Exceed $10B Networks need to be specifically designed for AI workloads in order to achieve maximum performance. We can't just use traditional networking. 2024 showed this with the rapid growth in InfiniBand, significant enhancements and purpose-built Ethernet products, and the start in deployment
- [OIF's 448 Gbps Workshop](https://650group.com/blog/oifs-448-gbps-workshop/) - This week the OIF is holding a 448 Gbps Workshop to talk about the next generation's electrical speed. The event includes multiple hyperscaler keynote presentations. On Tuesday, it was Google and Meta. We had the pleasure of moderating a panel on the electrical channel. 448 Gbps SERDES represents the first SERDES speed developed after the
- [Golden Screw Unavailable and Full Capacity Not Possible](https://650group.com/blog/golden-screw-unavailable-and-full-capacity-not-possible/) - Our take on the US tariff war is that uncertainty reigns today, which will probably result in forecast cuts for many of the companies we research. The longer the trade war continues, the more forecasts will be cut until we reach a steady state. We will have to respond with market-level forecast cuts if tariffs
- [OFC 2025: Bring on the CPO and Extend the Copper](https://650group.com/blog/ofc-2025-bring-on-the-cpo-and-extend-the-copper/) - Significant Y/Y Progress with No Significant Delays in 800 Gbps, 1.6 Tbps, and 200 Gbps SERDES Once again, OFC 2025 was a great show held in San Francisco this year. We saw more exhibitors and people on the show floor, looking at the prize for AI/ML spending. Vendors focused on the new opportunities of AI/ML
- [ALE and Celona's Private 5G Collaboration](https://650group.com/blog/ale-and-celonas-private-5g-collaboration/) - Today, Alcatel-Lucent Enterprise (ALE) and Celona announced a partnership where ALE will sell Celona's Private 5G systems. Additionally, ALE will integrate the Celona offering into its management systems so that customers will enjoy both systems but manage them more easily. The benefit to ALE customers will be that the combined offering will be a "turnkey"
- [Views from GTC 2025](https://650group.com/blog/views-from-gtc-2025/) - NVIDIA's GTC 2025 here in San Jose has showcased significant product innovation and a clear roadmap from Blackwell to Rubin, highlighting a yearly cadence of new product announcements. Not to be missed were Quantum (InfiniBand) and Spectrum (Ethernet) CPO announcements. For networking, GTC 2025 focused on scaleout CPO with InfiniBand shipments expected in 2025 and
- [Google's Planned Acquisition of Wiz Has The Potential to Change the Security Industry](https://650group.com/blog/googles-planned-acquisition-of-wiz-has-the-potential-to-change-the-security-industry/) - Today, Google announced plans to acquire Wiz, Inc. for $32B in cash. Of course, the deal is subject to "customary closing conditions including regulatory approvals." Google said that Wiz's products will continue to work and will be available across all major clouds, including AWS, Azure, and Oracle Cloud. It also said that Wiz and Google
- [Drivenets Makes a Splash at MWC25](https://650group.com/blog/drivenets-makes-a-splash-at-mwc25/) - We met with Drivenets executives at the show last week and learned much about the scope of the company. Importantly, the network software company is growing very significantly and has numerous contracts. The company now employs over 500 people and has over 100 open requisitions to hire more personnel.
- [Arrcus Announces NVIDIA and Broadcom Integrations at MWC25](https://650group.com/blog/arrcus-announces-nvidia-and-broadcom-integrations-at-mwc25/) - Network software company Arrcus Networks made several important announcements at the Mobile World Congress 2025 (MWC25) show in Barcelona this week. We visited the company several times over the days we were at the show to learn as much as possible about the various announcements. The company announced partnerships with NVIDIA, Actapio, Broadcom, ufiSpace, Liberty
- [MWC25 - Mobile Operator 5G-Era Monetization Is Developing](https://650group.com/blog/mwc25-mobile-operator-5g-era-monetization-is-developing/) - One of the main themes we sought to investigate with our attendance at the Mobile World Congress 25 show in Barcelona this year was whether the mobile operator industry has made progress in finding new sources of revenue above and beyond bare-bones mobile data. Several themes were evident: first, Fixed Wireless Access (FWA) continues to
- [Marvell 2nm to Usher in Next-Generation Platforms to Help Drive AI Workloads](https://650group.com/blog/marvell-2nm-to-usher-in-next-generation-platforms-to-help-drive-ai-workloads/) - First Delivery of Silicon Indicates Technology Innovation Cycles are Accelerating The innovation and product cycles for Cloud infrastructure continue to push the limits of all technologies as Hyperscalers push AI to 1M XPU clusters and squeeze out efficiencies in order to scale power. The push towards AI will fundamentally change most industries in the world,
- [Networking for AI represents Huge and Growing Part of DC CAPEX as Scale-up, Scale-out; Front-end Networks Support the Surge in Demand for AI Applications](https://650group.com/blog/networking-for-ai-is-a-huge-and-growing-part-of-dc-capex-as-scale-up-scale-out-front-end-networks-support-the-surge-in-demand-for-ai-applications/) - Strong NVIDIA Momentum in Networking for AI in 2024, Led by NVIDIA Quantum InfiniBand, Also Surging NVIDIA Spectrum-X Ethernet Sales 2024 was an exciting year for AI. Overall spending on AI equipment in the data center blew past $200B in 2024 as larger Hyperscalers, new cloud startups, sovereigns, and pretty much every enterprise allocated capital
- [US Hyperscalers Provide Record Data Center CAPEX Guidance in 2025](https://650group.com/press-releases/us-hyperscalers-provide-record-data-center-capex-guidance-in-2025/) - 2025 Data Center Build-Outs to Set AI/ML Records; Enterprise Market for Data Center Equipment to Show Modest Growth INCLINE VILLAGE, NV. Feb. 13, 2024 — According to an upcoming report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue and CAPEX will surge to record highs in 2025. Revenue and CAPEX shifted
- [802.11ah HaLow at CES](https://650group.com/blog/802-11ah-halow-at-ces/) - In our IoT report, we've counted on low-cost, long-distance, customer-owned Wi-Fi systems as providing a critical connectivity need. We had the opportunity to visit Morse Micro yesterday at the CES show in Las Vegas, NV, and left with the impression that HaLow's time is upon us. In the company's booth were numerous HaLow infrastructure devices,
- [Marvell's Five-Year Announcement with Amazon's AWS Showcases Increased Partnerships Between Suppliers and Hyperscalers](https://650group.com/blog/marvells-five-year-announcement-with-amazons-aws-showcases-increased-partnerships-between-suppliers-and-hyperscalers/) - As We Approach $100B/Hyperscaler in CAPEX, Supply Chain Will Continue to Adjust As Hyperscalers continue to push the envelope of what is technically feasible, we will see more announcements like the one earlier this month between Amazon and Marvell. The need to drive leading-edge technology at a more rapid pace will drive significant collaboration between
- [Huawei MBBF Conference 2024 (Istanbul) - 5.5G Theme](https://650group.com/blog/huawei-mbbf-conference-2024-istanbul-5-5g-theme/) - The central themes of last week's Mobile Broadband Forum (MBBF) in Istanbul were that Huawei made a big deal about 5.5G and AI. More specifically, Huawei’s radio team pointed out that its recently improved cellular uplink capabilities will be critical as AI, robots, and automobiles create a surge in cellular traffic demand for uploads. Its
- [Deep Observability Market Exceeds $200M in 1H24, On Pace to Approach $500M for Full-Year 2024](https://650group.com/blog/deep-observability-market-exceeds-200m-in-1h24-on-pace-to-approach-500m-for-full-year-2024/) - Deep Observability Market Forecast to Approach $2B by 2029 The last few months of the Observability market have been dominated by Cisco closing its acquisition of Splunk and incorporating Splunk into its broad Cisco networking and security portfolios. In doing so, Cisco is reprioritizing the security and observability components of Splunk, which will drive an
- [Marvell Showcases Meta FBNIC at OCP 2024](https://650group.com/blog/marvell-showcases-meta-fbnic-at-ocp-2024/) - Custom 5nm NIC Displays Impressive Performance Marvell and Meta announced the co-development of the FBNIC. The FBNIC is a custom 5nm NIC ASIC built to optimize the performance of its infrastructure for general purpose servers. Marvell contributed the board design to the OCP community. The announcement was significant for the NIC ecosystem of suppliers, and
- [Ethernet Alliance: Ethernet in the Age of AI](https://650group.com/blog/ethernet-alliance-ethernet-in-the-age-of-ai-driving-the-infrastructure-towards-ethernet/) - 448 Gbps SERDES Lanes Are Just Around The Corner The industry's biggest players are driving the AI Market Infrastructure towards Ethernet, as key players come together this week in Santa Clara. The Ethernet Alliance is currently hosting a two-day event to discuss the Ethernet ecosystem and the growing demands for higher speeds. How will AI
- [MWC Las Vegas Themes: Indoor Cellular, Satellite and Data Center](https://650group.com/blog/mwc-las-vegas-themes-indoor-cellular-satellite-and-data-center/) - Usually, Telecom and wireless RAN are the main topics for the MWC-Las Vegas show, but at this year's show, what caught our eye was indoor cellular, satellite, and data center networking. It was surprising that telecom heavyweights like Ericsson, Nokia, Samsung, and Cisco did not attend. But we love going to shows like this, where
- [650 Group Forecasts Automated Frequency Coordination (AFC) System Market](https://650group.com/press-releases/650-group-forecasts-automated-frequency-coordination-afc-system-market/) - United States and Canada Markets Expected To Drive Growth, According to 650 Group INCLINE VILLAGE, Nev. – Sep. 26, 2024 – A newly released Market Intelligence Research report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates the Automated Frequency Coordination (AFC) System market will experience rapid
- [Cisco Packet Optical Networking Conference 2024 – Another Step Forward](https://650group.com/blog/cisco-packet-optical-networking-conference-2024-another-step-forward/) - This week, we attended Cisco’s Packet Optical Networking Conference 2024 (PONC 2024). The conference was mainly for partners and customers, and new products and architectures were the main discussion topics. A year ago, we concluded that Cisco’s Routed Optical Networks (RON) vision, where routers and pluggable coherent modules operate together to reduce the number of
- [Nokia Broadband Strategy Rapidly Adapting to Changes](https://650group.com/blog/nokia-broadband-strategy-rapidly-adapting-to-changes/) - Nokia held its annual Fixed Networks Analyst meeting this week, and we were impressed with the company's progress. While the company explained that the BEAD program has slipped an estimated 6-9 months, it shared that its pipeline of deals remains healthy. The company characterized that BEAD will go through its active deployment phase from 2025
- [Low Earth Orbit Satellite Broadband Taking Share from Fixed Broadband; According to 650 Group](https://650group.com/press-releases/low-earth-orbit-satellite-broadband-taking-share-from-fixed-broadband-according-to-650-group/) - SpaceX's Starlink and Other Future LEO Services Are Emerging Disruptors to Rural Markets Incline Village, NEV.– Sept. 10, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the Broadband Satellite Market. The latest report reflects Low Earth
- [Enterprise Wireless LAN Market Poised to Recover in 2025](https://650group.com/press-releases/enterprise-wireless-lan-market-poised-to-recover-in-2025/) - First Half 2024 Experienced Inventory Corrections Which Are Abating in Second Half, According to 650 Group Incline Village, NEV. – Sept. 9, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Enterprise Wireless LAN (WLAN) Infrastructure Market declined 24%
- [When Thinking About AI Power Consumption, Networking is the Least of Your Problems](https://650group.com/blog/when-thinking-about-ai-power-consumption-networking-is-the-least-of-your-problems/) - Taking Networking Power Consumption to Zero Won't Allow You to Get More AI Into Your Data Centers With the emergence of AI/ML workloads, there is an industry-wide sense of urgency and panic about how we will power all these new servers. As such, there is tremendous pressure on all equipment in the data center. Not
- [Massive June-July 2024 Announcement Slate Pushes Ethernet into Dominant Position in AI Networking](https://650group.com/blog/massive-june-july-2024-announcement-slate-to-push-ethernet-into-dominant-position-in-ai-networking/) - Arista, Broadcom, Cisco, DriveNets and NVIDIA All Message the Growing Importance of Ethernet Products The past two months were busy for AI Ethernet Providers, with announcements showcasing new products and providing historical revenue growth forecasts. Overall, the announcements highlight the long-term growth of AI Networking into a $30+B market by 2028 and a transition away
- [Interconnect Needs for LLM Inference to Drive Networking Bandwidth](https://650group.com/blog/interconnect-needs-for-llm-inference-to-drive-networking-bandwidth/) - Customers Will Demand Near Real Time Performance When Using LLMs There is a lot of confusion around Inference and LLMs and their impact on networking. Users expect real-time answers similar to what they get using search platforms. However, LLMs do not produce results in the same way as search platforms as they require token processing
- [51.2 Tbps to Drive Record-Setting 800 Gbps Volume in 2H'24 and 2025](https://650group.com/blog/51-2-tbps-to-drive-record-setting-800-gbps-volument-in-2h24-and-2025/) - Data Center Upgrade from 400 Gbps to 800 Gbps and AI/ML to Drive Surge in Demand For the past five years, the most popular switch in Cloud data centers was 12.8 Tbps (32 ports of 400 Gbps). Most Hyperscalers and Tier 2 Cloud customers enjoyed the switch's flexibility as a Top-of-Rack switch (via a splitter)
- [650 Group Launches AI Storage Infrastructure Market Report](https://650group.com/press-releases/650-group-launches-ai-storage-infrastructure-market-report/) - Dedicated AI Storage Infrastructure Market Forecast to Grow 35% CAGR INCLINE VILLAGE, Nev. – Aug. 13, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Dedicated Artificial Intelligence (AI) Storage Infrastructure Market is expected to grow at a Compounded
- [Nokia's Bid To Acquire Infinera May Drive Further Industry Changes](https://650group.com/blog/nokias-bid-to-acquire-infinera-may-drive-further-industry-changes/) - On June 27, Nokia announced plans to acquire Optical Transport rival Infinera. The indicative bid was for $2.3B, representing a 37% premium to a six-month volume-weighted price. Additionally, Nokia plans to spin off its Submarine Networks business (which even today uses the historically French-domiciled Alcatel in its name) to a part of the French government.
- [RDMA Networks Are a Key Enabler to AI/ML Deployments](https://650group.com/blog/rdma-networks-are-a-key-enabler-to-ai-ml-deployments/) - RDMA Networking Market to Exceed $22B by 2028 The build-out of Artificial Intelligence / Machine Learning (AI/ML) data centers is increasing capital intensity and changing how all customers build data centers. Networking for back-end and front-end networks plays a crucial role in maximizing the capabilities of these new data centers. Data Center CAPEX will likely
- [HPE Discover Atmosphere 2024: AI Networking Emerges](https://650group.com/blog/hpe-discover-atmosphere-2024-ai-networking-emerges/) - We attended primarily the Atmosphere Track of the Discover partner conference in Las Vegas, where HPE Aruba Networking announced significant new developments. Among the new technology announcements were Private 5G radios, Observability-related integrations, IoT Gateway enhancements, and SASE. Of course, we attended HPE CEO Antonio Neri’s keynote at the Las Vegas Sphere. For reference, his
- [Fortinet's Planned Acquisition of Lacework Expands its Opportunities Significantly](https://650group.com/blog/fortinets-planned-acquisition-of-lacework-expands-its-opportunities-significantly/) - Fortinet announced plans to acquire Lacework, a Cloud-Native Application Protection Platform (CNAPP) company. For those who have kept up with the cybersecurity industry news, in April of this year, Lacework was an acquisition target by privately held Wiz. However, that deal, reportedly valued between $150-200M, never materialized. Lacework opens up a significant new opportunity for
- [Cloud-Managed Enterprise Wireless LAN Services Revenues Grew 10% Y/Y; According to 650 Group](https://650group.com/press-releases/cloud-managed-enterprise-wireless-lan-services-revenues-grew-10-y-y-according-to-650-group/) - Enterprise WLAN Market Expected To Rebound Nearly 10% in 2025 as the Transition to Wi-FI 7 Begins Incline Village, Nevada – June 7, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Enterprise Wireless LAN (WLAN) Infrastructure Market declined
- [Data Center AI Networking to Surge to Nearly $20B in 2025, According to 650 Group](https://650group.com/press-releases/data-center-ai-networking-to-surge-to-nearly-20b-in-2025-according-to-650-group/) - Both InfiniBand and Ethernet to Achieve Strong Growth From 2023 Levels Incline Village, Nevada – June 4, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Data Center AI Networking market is expected to grow to nearly $20B in
- [PCIe Retimers Market to Surge Driven by AI/ML Computing](https://650group.com/blog/pcie-retimers-market-to-surge-driven-by-ai-ml-computing/) - Retimers Needed as Distances Shrink in PCIe Gen 5 and Gen 6 SpeedsThe server market remained on Gen 3 (8 Gbps/lane) for several server design cycles, leading the market to become complacent about how quickly server bandwidth could increase inside the server and at the NIC level. The market saw this as multiple generations of
- [Telecom Disruption in Optical and RAN Showing Growing Importance](https://650group.com/blog/telecom-disruption-in-optical-and-ran-showing-growing-importance/) - Internet Services and Satellite Services will clash with Telecom Services in the coming years, causing changes to equipment demand. Hyperscalers and Satellite services companies are more vertically integrated (they make more of their own equipment) and, in the future, will deliver more services that compete with Telecom services. Our forecasts, for instance, for both Optical
- [AI/ML and Multiple Speed Transitions Driving Need for More DSPs](https://650group.com/blog/ai-ml-and-multiple-speed-transitions-driving-need-for-more-dsps/) - Operators Need DSP Diversity as Market Size About to Expand Significantly The DSP market is entering a significant expansion phase driven by new and expanding workloads and additional speeds and feeds. Traditionally, most data center DSPs were for switch-to-switch links inside the data center. However, with cloud providers pushing the envelope of scale and footprint
- [RSA Conference 2024: More AI, Less XDR](https://650group.com/blog/rsa-conference-2024-more-ai-less-xdr/) - This week, along with many others, we attended the RSA Conference 2024 at the Moscone Center in San Francisco. We were surprised at how few companies highlighted XDR marketing campaigns, especially compared to the activity at RSAC 2023. Unsurprisingly, Artificial Intelligence (AI) was the more prominent marketing message. We also saw a power-play by security
- [Fortinet Accelerate 2024 Emphasizes the “Platform”](https://650group.com/blog/fortinet-accelerate-2024-emphasizes-the-platform/) - We attended Fortinet’s annual Accelerate conference, joining a record-setting 4,000+ attendees to learn more about the company’s latest advancements. The main message we took from Accelerate was Fortinet’s emphasis on its “platform” capabilities across its broad portfolio. Security Fabric Platform: Fortinet showcased its expansive product line. The company’s platform strategy, long known as its “Security
- [Spotlight on Secure Identity Systems and MFA](https://650group.com/blog/spotlight-on-secure-identity-systems-and-mfa/) - This week, news is breaking that hackers are finding new ways to exploit Apple's password reset functionality, a type of multi-factor authentication (MFA) technology deployed with consumers and using "push notifications" to iPhone and iPads. If Hackers penetrate the systems by tricking users, valuable iCloud accounts, and the data can be stolen or erased. Similar
- [Cisco Closes Splunk Acquisition and Closes the Gap with Palo Alto Networks, too](https://650group.com/blog/cisco-closes-splunk-acquisition-and-closes-the-gap-with-palo-alto-networks-too/) - Today, Cisco completed its acquisition of Splunk, many months ahead of its initial estimates at the time of the deal announcement. Over the years, we have tracked Splunk's exposure to Observability, SIEM, SOAR, and other reportable segments. What's interesting is that on a pro-forma basis, when we add up Cisco security + Splunk security-related revenues,
- [AI/ML Networking Driving Need for Silicon Diversity](https://650group.com/blog/ai-ml-networking-driving-need-for-silicon-diversity/) - Cloud Operators Continue to Push for Silicon Diversity as We Enter the 51.2 Tbps Switch Era As we engaged with Cloud Operators over the past two quarters, the shift away from COVID-19 supply constraints and toward next-generation build-outs became apparent in a changing of priorities. In our 4Q reports, one could see this with one
- [1.6 Terabit Ethernet will Drive Next-Generation AI/ML Wave and Accelerate Growth through 2030](https://650group.com/blog/1-6-terabit-ethernet-will-drive-next-generation-ai-ml-wave-and/) - Traditional data center networking bandwidth continues to grow at 30-40% per year. However, the AI/ML networking bandwidth will grow by more than 100% per year for the rest of the decade. In order to keep pace, networking speeds will increase at a more rapid pace through 2030. Early 2024 demonstrations of 1.6 Terabit Ethernet (1.6
- [MWC 24 was about Intel, Private Wireless and Satellite](https://650group.com/blog/mwc-24-was-about-intel-private-wireless-and-satellite/) - It seems everywhere we went, we heard about the progress Intel has made in RAN and Core. Themeticlt, its progress is in Open RAN, but it goes beyond that. Samsung highlighted its Open RAN win with Canadian operator Telus, where baseband is running on unaccelerated Intel chips. We discussed Intel RAN with both Ericsson and
- [Data Center Ethernet Switch Market for the Cloud Reaches New All-Time High in 2023; According to 650 Group](https://650group.com/press-releases/data-center-ethernet-switch-market-for-the-cloud-reaches-new-all-time-high-in-2023-according-to-650-group/) - Arista, Cisco, Juniper, White Box, Market Shares Differ Materially Between the Cloud Market and the Enterprise Market Incline Village, Nevada – March 1, 2024 – According to a newly released report issued by founding analysts of 650 Group, there are unique differences between Ethernet switches deployed into clouds and enterprise data centers. Since 2010, the
- [US Hyperscalers Continue To Shift CAPEX Towards AI/ML During 2023](https://650group.com/press-releases/us-hyperscalers-continue-to-shift-capex-towards-ai-ml-during-2023/) - Build-Outs to Set AI/ML Records for Year While Traditional Spending Declined Incline Village, NV. Feb. 22, 2024 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew over 10% in 2023. Revenue and CAPEX shifted significantly in 2023 as Hyperscalers, such as Amazon AWS, Microsoft
- [SONiC Moving Past the Early Adopter Stage](https://650group.com/blog/sonic-moving-past-the-early-adopter-stage/) - 650 Group Weighs in on SONiC cloud networking for Network World Aviz Networks this week has taken further steps to get SONiC open networks ready for enterprises to chase their #AI infrastructure and multi-cloud goals in and outside data centers. This means that as the technology matures, the market makes a move from early adopters
- [Global SD-WAN Market Reaches All-Time High with Growth of 30% in 2023; According to 650 Group](https://650group.com/press-releases/global-sd-wan-market-reaches-all-time-high-with-growth-of-30-in-2023-according-to-650-group/) - Looking Forward, SD-WAN Market Predicted to Double in Size, Reach $7B by 2028 Incline Village, NV. February 14, 2024 — According to a newly released report by the founding analysts of 650 Group, the SD-WAN market grew nearly 30% in 2023 and will double in size by 2028, to reach $7B. “The SD-WAN market continues
- [Campus Switch Market to Enter Significant Digestion Period in 2024; According to 650 Group](https://650group.com/press-releases/campus-switch-market-to-enter-significant-digestion-period-in-2024-according-to-650-group/) - Multi-Gig (2.5 Gbps/5.0 Gbps), Service Renewals, and Subscriptions are Key to a 2025 Market Rebound Incline Village, Nevada – February 7, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus networking, and cloud markets, indicates that the Enterprise/Campus Ethernet Switch Market will contract in 2024 as
- [Merchant Silicon Market Dominated by Broadcom and Marvell in 2023, According to 650 Group](https://650group.com/press-releases/merchant-silicon-market-dominated-by-broadcom-and-marvell-in-2023-according-to-650-group/) - AI/ML, and HPC to Inspire Significant Bandwidth Growth and Drive 112 Gbps and 224 Gbps SERDES Technologies INCLINE VILLAGE, NEV. – Jan. 31, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Merchant Silicon Market grew capacity above 40%
- [Campus Ethernet Switch NaaS Market Grows 60% Y/Y to New All-Time High in 3Q'23, According to 650 Group](https://650group.com/press-releases/campus-ethernet-switch-naas-market-grows-60-y-y-to-new-all-time-high-in-3q23-according-to-650-group/) - HPE Aruba’s NaaS Offering Takes Early Market Lead Followed by New Vendor Entrants and Incumbent Vendor Offerings Incline Village, Nev.– Jan. 29, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the NaaS market for campus/enterprise switching.
- [Data Center AI Networking to Surge to Over $25B in 2028; According to 650 Group](https://650group.com/press-releases/data-center-ai-networking-to-surge-to-over-25b-in-2028-according-to-650-group/) - Both InfiniBand and Ethernet Technologies Forecast to Achieve Record Revenues in 2024 Incline Village, Nevada – January 24, 2024 – A newly released report by 650 Group, a leading market intelligence research firm for communications, data center, and cloud markets, indicates that the Data Center AI Networking market is expected to grow to over $15B
- [Starlink and Peplink Partner To Offer Maritime SD-WAN](https://650group.com/blog/starlink-and-peplink-partner-to-offer-maritime-sd-wan/) - SD-WAN router company Peplink became an Authorized Technology Provider for Starlink. The initial application of Peplink routers is on cruise ships, where its advanced hardware accepts links from multiple Starlink satellite terminals on large cruise ships, enabling over 1 Gbps capacity. Peplink had been working with Starlink hardware and made some of its successes public
- [SP Routing Market Set to Exceed $18B in 2028; According to 650 Group](https://650group.com/press-releases/sp-routing-market-exceeds-18b-in-2028-according-to-650-group/) - Disaggregation and ZR Optic Technology to Drive Market Growth Through the End of the Decade INCLINE VILLAGE, NEV. Jan. 10, 2024 — According to a newly released report issued by founding analysts of 650 Group, the SP Routing market is currently in a correction period as Service Providers (SP) work through excess inventory they purchased
- [HPE Plans to Acquire Juniper for $14 B in Cash](https://650group.com/blog/hpe-plans-to-acquire-juniper-for-14-b-in-cash/) - HPE Portfolio Will Now Span Super Computing, Servers, Storage, Campus Networking, Security, and Internet Routing with a big focus on AI/ML Today, HPE announced its intent to acquire Juniper. The deal is expected to close in late 2024 or early 2025. Once the deal closes, HPE plans to have Rami Rahim (current Juniper CEO) run
- [Arrcus Highlights Strong AI/ML platform for Ethernet Switches](https://650group.com/blog/arrcus-highlights-strong-ai-ml-platform-for-ethernet-switches/) - Ethernet Switches Deployed into AI/ML Use Case Expected to Exceed $10B by 2028; Grow at over 100% CAGR 2023 saw robust AI/ML networking growth, with InfiniBand and Ethernet networking surging. AI/ML deployments rapidly increased throughout the year as operators built out massive training clusters and began deploying inference engines to monetize the operator's investments. AI/ML
- [Aviz Extends Funding to $10M with Cisco Investments, Accton, and Wistron](https://650group.com/blog/aviz-extends-funding-to-10m-from-cisco-investments-accton-and-wistron/) - SONIC- start up Aviz of San Jose announced this week its latest funding round, now reaching $10M, to work to accelerate customer momentum for its multi-vendor, GenAI-based networking stack along with adoption of SONiC based open networking CEO Vishal Shukla quoted in SDX Central:“Our DNA is community-first. We want to make sure SONiC remains community-driven.
- [Cisco's Partner Conference Emphasizes Observability, Security, SMB and MSP](https://650group.com/blog/ciscos-partner-conference-emphasizes-observability-security-smb-and-msp/) - At Cisco’s Partner Conference, it announced a new Emphasis on Full Stack Observability (FSO), Security, End-to-End/Solutions selling, IoT/Industrial, SMB, MSP, Sustainability/Take-Back, and. Additionally, Cisco enhanced its Partner Experience Platform (PXP) to enable partners to optimize their practice and drive growth, emphasizing recurring revenue. We see this conference as a clear indication that Cisco is focusing
- [Choosing InfiniBand or Ethernet? Ethernet-based AI Networking to grow at over 100% CAGR](https://650group.com/blog/choosing-infiniband-or-ethernet-ethernet-based-ai-networking-to-grow-at-over-100-cagr/) - DriveNets Highlights AI/ML Network Performance at a High Scale, with Broadcom’s Jericho 2C+ and Jericho 3-AI. DriveNets has announced that its Network Cloud-AI software, supporting Broadcom’s Jericho 3-AI-based white boxes and Ramon 3 chipset, is now available for order and also revealed some very impressive performance results. One of the highlights being a 10% reduction
- [Aviz and Cisco Come Together with SONiC](https://650group.com/blog/aviz-and-cisco-come-together-with-sonic/) - Big developments for enterprise edge cloud here. 650 Group's quarterly coverage of the fast growing adoption of the SONiC operating system as part of the data center market over the past two years has pointed to big industry developments like this: Aviz Networks and Cisco making it easier for customers to deploy and support their
- [OCP 2023 -It's a Wrap:  Here Are The Key Highlights From a Cool Show](https://650group.com/blog/ocp-2023-its-a-wrap-here-are-the-key-highlights-from-a-cool-show/) - Refresh the Old to Free Up Power, Cold Plate, and Immersion Cooling, and AI takes Center Stage OCP 2023 in Santa Clara was a great show. Let's start with the packed keynotes, which all discussed what we will do to solve the power problem, except Google. We will need more efficient silicon designs and new
- [Observability Makes Major Moves with Cisco Announcing Plans to Acquire Splunk](https://650group.com/blog/observability-makes-major-moves-with-cisco-announcing-plans-to-aquire-splunk/) - Global Observability Market Expected to Approach $15B in 2027 The last few months have been hectic for the Observability market. Cisco announced the company's plans to purchase Splunk for $28B, with the deal expected to close in CY 2024. New Relic announced its plan to be acquired by Francisco Partners and TPG for $6.5 B.
- [Deep Observability Market to Grow At 50 Percent CAGR Reaching $2B by 2027](https://650group.com/press-releases/deep-observability-market-to-grow-at-50-percent-cagr-reaching-2b-by-2027/) - Gigamon Remained the Market Leader in 1H'23 as Customers Looked to Gain Valuable Insights From Their Hybrid Cloud Networks Incline Village, Nevada – Oct. 17, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight into the Deep Observability market.
- [Cisco PONC Conference - Reaching Critical Mass](https://650group.com/blog/cisco-ponc-conference-reaching-critical-mass/) - Cisco Systems held its Packet Optical Network Conference (PONC) Conference in Texas this week. PONC is primarily a customer and reseller-related conference where Cisco shares its latest innovations and some of its customers' newest network designs. Cisco shared that on a year-to-date basis, it had four times more Routed Optical Networks (RON) deployments than it
- [Product Rich Announcements at Nokia's SReXperts Americas 2023](https://650group.com/blog/product-rich-announcements-at-nokias-srexperts-americas-2023/) - New Products Include Purpose Built FPcx NPU (Routing Silicon), 7730 SXR Routers, SR Linux Nokia made a big splash of announcements at the company's SReXperts Americas 2023 earlier this month. True to the company's heritage, we got a slew of introductions from a new purpose-built NPU (Routing ASIC) to new hardware and operating system. The
- [AST SpaceMobile Successfully Completes Space-based 5G Call](https://650group.com/blog/ast-spacemobile-successfully-completes-space-based-5g-call/) - Earlier this year, AST SpaceMobile completed a 4G call but on September 8, it completed a 5G call on AT&T spectrum. What’s important about this achievement is that the call was made to an unmodified Samsung smartphone. Download speeds of 14 Mbps were achieved. We see AST’s demonstration as proof that the LEO satellite industry
- [Apple iPhone 15 Pro Has Wi-Fi 6E](https://650group.com/blog/apple-iphone-15-pro-has-wi-fi-6e/) - Our forecast for both Wi-Fi 6E and Wi-Fi 7 is quite bullish. We expect the switchover towards 6 GHz-based Wi-Fi infrastructure to be more rapid than previous upgrade cycles. Part of our thinking has been that important, high-volume devices like smartphones will incorporate Wi-Fi 6E capabilities. Today, at Apple's September 12, 2023 product introduction event,
- [Nokia Broadband - The Strategy Is Unfolding](https://650group.com/blog/nokia-broadband-the-strategy-is-unfolding/) - We attended the Nokia Fixed Networks analyst meeting in South Carolina this week, where the company explained its two-pronged broadband strategy focusing on optical access and Fixed Wireless Access (FWA). Nokia's management team also explained how, behind the scenes, it strategized for over a year to comply with the BEAD program's evolving Buy America requirements.
- [Campus Switch Market Surges over 50% Y/Y, Reaches New All-Time High in 2Q'23; According to 650 Group](https://650group.com/press-releases/campus-switch-market-surges-over-50-y-y-reaches-new-all-time-high-in-2q23-according-to-650-group/) - Multi-Gigabit Technology (2.5 Gbps/5.0 Gbps), Contract Renewals and Subscriptions Key to 2H'23 and 2024 Market Performance Incline Village, Nevada – Aug 30, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus networking, and cloud markets, indicates that the Enterprise/Campus Ethernet Switch Market grew over 50% Y/Y
- [SP Routing Market Exceeds $4B in 2Q'23](https://650group.com/press-releases/sp-routing-market-exceeds-4b-in-2q23/) - Emerging Markets and China Drive Significant Quarter over Quarter Market Share Shifts Incline Village, NV. Aug. 29, 2023 — According to a newly released report issued by founding analysts of 650 Group, the Service Provider (SP) Routing market will continue to grow through 2027, led by 400 Gbps and 800 Gbps port growth and continued
- [Merchant Silicon Market Surges in 1Q'23 Led by Broadcom and Marvell, According to 650 Group](https://650group.com/press-releases/merchant-silicon-market-surges-in-1q23-led-by-broadcom-and-marvell-according-to-650-group/) - AI, ML, and HPC Will Drive Significant Bandwidth Growth and Propel 112 Gbps and 224 Gbps SERDES Technologies Incline Village, Nev. – Aug. 22, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Merchant Silicon Market grew capacity by
- [Campus Ethernet Switch NaaS Market Grows 100% Y/Y to New All-Time High in 1Q'23; According to 650 Group](https://650group.com/press-releases/campus-ethernet-switch-naas-market-grows-100-y-y-to-new-all-time-high-in-1q23-according-to-650-group/) - HPE Aruba’s NaaS Offering Takes Early Market Lead Followed by New Vendor Entrants and Incumbent Vendor Offerings Incline Village, Nev. – August 16, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the NaaS market for campus/enterprise
- [Satellite Broadband to Compete with Traditional PON, Cable, and Fixed Wireless Broadband Access Connectivity; According to 650 Group](https://650group.com/press-releases/satellite-broadband-to-compete-with-traditional-pon-cable-and-fixed-wireless-broadband-access-connectivity-according-to-650-group/) - SpaceX's Starlink Takes Early Market Share Lead as Telecom Industry Defines the Role of Emerging Technology for Residential Access Incline Village, NV – Aug. 9, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the Broadband Satellite
- [Nokia's Shift to US-Based Manufacturing Grabs Fed's Attention](https://650group.com/blog/nokias-shift-to-us-based-manufacturing-grabs-feds-attention/) - On August 3, in Pleasant Prarie, Wisconsin, Nokia executives announced plans to be the first telecom company to manufacture its fiber-optic broadband products and optical modules in the U.S. for us in the Broadband Equity, Access, and Deployment (BEAD) program. Nokia is a significant supplier to the US market, and now, it announced plans to
- [Wireless LAN - NaaS Market Grows Nearly 100% Y/Y to New All-Time High in 1Q'23; According to 650 Group](https://650group.com/press-releases/wireless-lan-network-as-a-service-market-grows-nearly-100-y-y-to-new-all-time-high-in-1q23-according-to-650-group/) - HPE Aruba's NaaS Offering Takes Early Market Lead Followed by New Vendor Entrants and Incumbent Vendor Offerings Incline Village, Nevada – July 31, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the Network as a Service
- [Data Center Ethernet Switch Market Grows Nearly 30% Y/Y, Expected to Exceed $12B in 2023, According to 650 Group](https://650group.com/press-releases/data-center-ethernet-switch-market-for-the-grows-nearly-30-y-y-expected-to-exceed-12b-in-2023-according-to-650-group/) - Arista, Cisco, Juniper, White Box, Market Shares Differ Materially Between the Cloud Market and the Enterprise Market Incline Village, Nevada – July 26, 2023 – According to a newly released report issued by founding analysts of 650 Group, there are unique differences between Ethernet Switches deployed into Clouds and Enterprise data centers. 15 years ago,
- [DAC Limitations Drive Server Connectivity Market Towards Active Copper Cables (ACC)](https://650group.com/blog/dac-limitations-drive-server-connectivity-market-towards-active-copper-cables-acc/) - We recently did a whitepaper on ACC cables and their role in the data center going forward. Server access and DAC is at a crossroads, with DAC reaching its limits as we move towards 800G ports and 112G SERDES lanes. We can’t use DAC like we did in previous server cycles as the gauge of
- [Active Copper Cables White Paper](https://650group.com/uncategorized/active-copper-cables-white-paper/) - 650-Group-ACC-White-Paper-July-2023Download
- [Deployed Secure Access Service Edge (SASE) Market to Approach $4B in 2023; According to 650 Group](https://650group.com/press-releases/deployed-secure-access-service-edge-sase-market-to-approach-4b-in-2023-according-to-650-group/) - Software-Defined Wide Area Network (SD-WAN) and Security as a Service Will Drive SASE Market Growth Through 2027 INCLINE VILLAGE, Nev., July 20, 2023 - According to a new report published by 650 Group, titled Secure Access Service Edge (SASE) Quarterly and Forecast Report, the market size for Deployed SASE grew over 20% Y/Y in 1Q23.
- [Data Center AI Networking Surges over 100% Y/Y as InfiniBand and Ethernet Achieve Record Revenues in 1Q23; According to 650 Group](https://650group.com/press-releases/data-center-ai-networking-surges-over-100-y-y-as-infiniband-and-ethernet-achieve-record-revenues-in-1q23-according-to-650-group/) - AI, ML, and HPC Network Bandwidth is Growing over 100% Each Year as the Market is Poised to Exceed $10B in 2027 Incline Village, Nevada – July 18, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Data Center
- [AMD/Pensando Highlight Gains in Smartswitch Market at AMD Data Center & AI Technology Premiere Day](https://650group.com/blog/amd-pensando-highlight-gains-in-smartswitch-market-at-amd-data-center-ai-technology-premiere-day/) - Smartswitch/Programmable Switch market expected to grow at over 100% CAGR through 2027 Today, AMD announced a flurry of new data center and AI related products during a session aimed at highlighting Pensando's progress in the past year since its acquisition. At the time, we felt AMD+Pensando was a good match. We were excited to hear
- [NVIDIA 5G Data Center Announcements](https://650group.com/blog/nvidia-5g-data-center-announcements/) - Today, NVIDIA announced its 5G Data Centers With Gen AI with an anchor customer, Japanese mobile operator SoftBank. NVIDIA says its rollouts start in late 2023, which is right around the corner in telecom terms; we are not sure exactly when SoftBank plans to roll it out. NVIDIA claims its new GH200 Grace Hopper Superchip
- [DriveNets Enters the AI Networking, A Market Expected to Exceed $10B by 2027](https://650group.com/blog/drivenets-enters-the-ai-networking-a-market-expected-to-exceed-10b-by-2027/) - AI took the world by storm early this year, with ChatGPT showing a transformational leap in how humans interact with machines and showing how quickly many parts of life will change with AI. Before 2022, AI was niche, relegated to large research labs, Google's own TPU efforts, and small deployments at the other large Hyperscalers
- [Juniper Analyst Meeting Promotes Enterprise](https://650group.com/blog/juniper-analyst-meeting-promotes-enterprise/) - We attended an analyst meeting with Juniper, focusing on its growing Enterprise business. The company held its meeting at the University of Texas – Dallas, an important university customer. The company has multiple large enterprises that have recently signed up with the company on multi-year WLAN, Switch, and SD-WAN projects, which gives the company confidence
- [RSA Conference Focuses on XDR](https://650group.com/blog/rsa-conference-focuses-on-xdr/) - Last week's RSA Conference was all about XDR (Extended Detection and Response). Compared to previous shows and marketing efforts of the past couple of years, where there was a primary focus on SASE, this year's show saw a surge in XDR-related marketing. One could say XDR is the new SASE in that it has become
- [HPE Aruba Atmosphere 2023 Emphasizes Strategy Change](https://650group.com/blog/hpe-aruba-atmosphere-2023-emphasizes-strategy-change/) - At this year’s partner event, Atmosphere 2023, HPE Aruba discussed its strategy and logo changes. First, Phil Mottram, who leads the HPE Aruba / Intelligent Edge group, explained the significance of adding recent acquisitions of Axis Security (SSE Security) and Athonet (5G Core / Private 5G). Phil explained that Aruba is now a full suite
- [InfiniBand and Ethernet Switch Markets Thrive with AI/ML Support](https://650group.com/blog/infiniband-and-ethernet-switch-markets-thrive-with-ai-ml-support/) - Bandwidth Forecast to Grow at over 100% Through 2027 as AI Networking Approaches $10B in Market Size The AI/ML market surged into the spotlight early this year as many people saw the potential of AI with ChatGPT. However, AI networks have already been thriving for the past two years. In fact, we have been tracking
- [Huawei Analyst Summit 2023 Review](https://650group.com/blog/huawei-analyst-summit-2023-review/) - Huawei chose to address two main themes in its keynotes at HAS2023, a focus on basic R&D and the importance of Artificial Intelligence (AI). Like last year’s presentations, the company continues to emphasize its ongoing efforts to develop new science and algorithms to keep Huawei ahead of competitors. For instance, Huawei is developing new computation
- [SONiC Market to Exceed $8B in 2027 for Data Center Switching; According to 650 Group](https://650group.com/press-releases/sonic-market-to-exceed-8b-in-2027-for-data-center-switching-according-to-650-group/) - Aviz emerges as the neutral ecosystem leader with its comprehensive and inclusive approach to SONiC enablement for Private and Edge Cloud INCLINE VILLAGE, Nevada, April 3, 2023 - According to a new report published by 650 Group, titled SONiC Market Forecast 2022-2027, the worldwide market for SONiC in Data Center switching will exceed $8 Billion
- [Data Center Ethernet Switch Market for the Cloud Reaches New All-Time High in 4Q'22, Exceeding $11 B in 2022; According to 650 Group](https://650group.com/press-releases/data-center-ethernet-switch-market-for-the-cloud-reaches-new-all-time-high-in-4q22-exceeding-11-b-in-2022-according-to-650-group/) - Arista, Cisco, Juniper, White Box, Market Shares Differ Materially Between the Cloud Market and the Enterprise Market Incline Village, Nevada – April 18, 2023 – According to a newly released report issued by 650 Group, revenue for the Data Center Ethernet switch market for the cloud surpassed $11B in 2022, a record level with 40%
- [Merchant Silicon Market Dominated by Broadcom and Marvell in 2022; According to 650 Group](https://650group.com/press-releases/merchant-silicon-market-dominated-by-broadcom-and-marvell-in-2022-according-to-650-group/) - Combination of AI, ML, and HPC Driving Significant Bandwidth Growth and Propel 112 Gbps and 224 Gbps SERDES Technologies Incline Village, Nevada – April 13, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Merchant Silicon Market grew capacity
- [NVIDIA GTC 2023 Unleashed - Accelerate Everything](https://650group.com/blog/nvidia-gtc-2023-unleashed-accelerate-everything/) - AI/ML and New Product Announcements Drive Industry Forward NVIDIA's GTC 2023 was a robust set of hardware and software announcements that pushed AI/ML further into society and helped transform many verticals. The pace of innovation since the last GTC was noticeable, with end-customers making huge improvements because of AI and many new hardware and platform
- [Comcast Business is taking on security](https://650group.com/blog/comcast-business-is-taking-on-security/) - Comcast Business is expanding rapidly and shared its views in a recent analyst meeting in Philadelphia that we attended. Last year, it added $800M of revenues compared to the prior year, and at this meeting, management is pointing to its expectations to hit $10B of revenue soon. The company excels in broadband and has been
- [Fortinet Accelerate 2023 Conference Focuses on Secure Networking and Operational Technology](https://650group.com/blog/fortinet-accelerate-2023-conference-focuses-on-secure-networking-and-operational-technology/) - Fortinet’s management team spoke to a packed house at its series of customer and partner-focused keynotes and emphasized its strengths in Secure Networking and its exposure to Operational Technology (OT). The company communicated the concept of network and security convergence, that the intersection between Enterprise Networking and Cybersecurity is a +10% Y/Y growth market in
- [Disaggregated Routing Market Forecast to Grow More Than 50% Per Year Over The Next Five Years; According to 650 Group](https://650group.com/press-releases/disaggregated-routing-market-forecast-to-grow-more-than-50-per-year-over-the-next-five-years-according-to-650-group/) - Cloud and Telco Service Provider Drive Trend Towards Software-Based Routing and Disaggregation of ASICs, Hardware, Software, and Optics INCLINE VILLAGE, Nevada, April 5, 2023 - According to a new report published by 650 Group, titled Disaggregated Router Forecast 2022-2027, the worldwide Disaggregated Router market will exceed $5 Billion in revenue by 2027. The routing market
- [Deep Observability Market to Grow At a 60% CAGR and Exceed $2B by 2027; According to 650 Group](https://650group.com/press-releases/deep-observability-market-to-grow-at-a-60-cagr-and-exceed-2b-by-2027-according-to-650-group/) - Gigamon Market Leader in 2022 as Customers Looked to Gain Valuable Insights From Their Networks Incline Village, Nevada – March 28, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight into the Deep Observability market. The report revealed that
- [<strong>Secure Access Service Edge (SASE) Market Surges over 40% Y/Y in 2022; According to 650 Group</strong>](https://650group.com/press-releases/secure-access-service-edge-sase-market-surges-over-40-y-y-in-2022-according-to-650-group/) - Software-Defined Wide Area Network (SD-WAN) and Security as a Service Trends Will Drive the Deployed SASE Market to Quadruple by 2027 INCLINE VILLAGE, Nev., March 27, 2023 - According to a new report published by 650 Group, titled Secure Access Service Edge (SASE) Quarterly and Forecast Report, the market size for Deployed SASE grew over
- [SD-WAN Market Reaches New All-Time High in 4Q'22, According to 650 Group](https://650group.com/press-releases/sd-wan-market-reaches-new-all-time-high-in-4q22-according-to-650-group/) - 5 Year Forecast Reveals SD-WAN Market to Double in Size, Exceed $6B by 2027 Incline Village, NV. March 21, 2023 — According to a newly released report issued by founding analysts of 650 Group, the SD-WAN market grew more than 30% in 4Q22 and will double in size by 2027. “The SD-WAN market continues to
- [<strong>Campus Ethernet Switch NaaS Market Grows over 300% Y/Y to New All-Time High in 4Q22, According to 650 Group</strong>](https://650group.com/press-releases/campus-ethernet-switch-naas-market-grows-over-300-y-y-to-new-all-time-high-in-4q22-according-to-650-group/) - HPE Aruba’s NaaS Offering Takes Early Market Leadership Position Followed by New Vendor Entrants and Incumbent Vendors Incline Village, Nevada – March 16, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the NaaS market for campus/enterprise
- [Ethernet Comprises over 25% of AI/ML Networking in 4Q'22 as Ethernet and Infiniband both Thrived in 2022, According to 650 Group](https://650group.com/press-releases/ethernet-comprises-over-25-of-ai-ml-networking-in-4q22-as-ethernet-and-infiniband-both-thrived-in-2022-according-to-650-group/) - AI, ML, and HPC Network Bandwidth is Growing over 100% Each Year as the Market is Poised to Exceed $8B in 2027 Incline Village, Nevada – March 8, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Data Center
- [<strong>Ethernet Switch Market Reaches New All-Time High in 4Q22, Exceeding $11 B, According to 650 Group</strong>](https://650group.com/press-releases/ethernet-switch-market-reaches-new-all-time-high-in-4q22-exceeding-11-b-according-to-650-group/) - Market Poised to Exceed $50 B in 2027; Data Center Switching Records from Cloud and Hyperscalers AI Build outs; Campus Switching Achieves Record Quarter as Supply Chain Problems Ease Incline Village, Nevada – March 8, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and
- [Satellites and Enterprise Focus at MWC23](https://650group.com/blog/satellites-and-enterprise-focus-at-mwc23/) - At this year’s Mobile World Congress show, two major themes emerged as significant to us: satellites, Managed Service Providers and a pivot to Enterprise markets. First, Samsung, Qualcomm, and MediaTek introduced satellite phone capabilities, following last year's announcements by Apple and Starlink/T-Mobile USA's entry to the satellite markets. Yes, there are differences in some of
- [<strong>AI/ML to Drive Significant Networking Bandwidth Growth in 2H23 and into 2024</strong>](https://650group.com/blog/ai-ml-to-drive-significant-networking-bandwidth-growth-in-2h23-and-into-2024/) - 112 Gbps SERDES and 800G to the Server to Help Propel AI/ML Growth During DesignCon 2023, many demos highlighted the 800G ecosystem. Specifically, 112G SERDES-based products will help drive 800G and higher links to the server. Our forecasts in servers indicate that most unit growth over the next five years will come from AI/ML-based servers.
- [Zscaler Expands Services With Plans to Acquire Canonic](https://650group.com/blog/zscaler-expands-services-with-plans-to-acquire-canonic/) - Zscaler just beefed up its offering by announcing plans to acquire Canonic, a security company that enhances the acquirer’s CASB and SSPM offerings. With the Canonic offering, Zscaler will be able to address an emerging security threat that companies experience – third-party applications and browser extensions that connect to corporate SaaS services. The Canonic service
- [Extreme Enhances its "ExtremeCloud" SD-WAN Platform](https://650group.com/blog/extreme-enhances-its-extremecloud-sd-wan-platform/) - Integrated Network Fabric Helps Drive Single-Pane of Glass Management and Security to the Edge Today, Extreme announced that it had integrated the company's network fabric capabilities into its ExtremeCloud SD-WAN platform. Extreme continues integrating and innovating on its Ipanema acquisition and internal efforts to grow its addressable market in the SD-WAN and branch connectivity space.
- [<strong>US Hyperscalers Cloud CAPEX to Prioritize AI in 2023</strong>](https://650group.com/press-releases/us-hyperscalers-cloud-capex-to-prioritize-ai-in-2023/) - Data Center Equipment CAPEX Spending Will Adjust to Significantly Lower Memory Pricing Incline Village, NV. Feb, 7, 2023 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud IaaS market revenue will grow nearly 30% Y/Y in 2022 before decelerating in 2023. Memory price declines and a shift to
- [AI/ML Networking in Data Centers to Exceed $8B in 2027 Led by Infiniband and Ethernet, According to 650 Group](https://650group.com/press-releases/ai-ml-networking-to-exceed-8b-in-2027-led-by-infiniband-and-ethernet-according-to-650-group/) - AI, ML, and HPC Network Bandwidth is Growing over 100% Each Year INCLINE VILLAGE, Nev. – January 31, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Data Center and Artificial Intelligence (AI) Networking market grew to over $1.5
- [What Do Recent Tech Layoffs and 2023 Hyperscaler CAPEX Have in Common?](https://650group.com/blog/what-do-recent-tech-layoffs-and-2023-hyperscaler-capex-have-in-common/) - Tech Layoffs to Precede Massive AI Arms Race at the Hyperscalers There will be significant changes to Cloud CAPEX as we look throughout 2023. The rapid and considerable news around tech layoffs gives us meaningful insight into the changes as we head into earnings season for the Hyperscalers (Amazon, Apple, Google, Meta, and Microsoft). The
- [Marvell is Growing Robustly in its Four Core Markets - Highlights Gains During Industry Analyst Day](https://650group.com/blog/marvell-is-growing-robustly-in-its-four-core-markets-highlights-gains-during-industry-analyst-day/) - Data Center - $2.5B annualized run rate Driven by DPUs, Inphi, and Innovium acquisitions, Marvell has grown robustly in data center, geared towards the Cloud. Marvell is well positioned to the higher growth portions in the data center. Our research indicates Cloud CAPEX will prioritize AI/ML and DCI in 2023. Carrier Infrastructure - $1.1B annualized
- [<strong>Ethernet Switch Market Reaches New All-Time High in 3Q’22, Exceeding $11B, According to 650 Group</strong>](https://650group.com/press-releases/ethernet-switch-market-reaches-new-all-time-high-in-3q22-exceeding-11b-according-to-650-group/) - Data Center Switching Achieves Record Revenues from Cloud and Hyperscalers; Enterprise Campus Switching Rebounds as Supply Chain Pressures Ease INCLINE VILLAGE, Nev. – Dec. 1, 2022 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Ethernet Switch Market grew over 20%
- [Enterprises and Service Providers Need To Be Discussing the Energy Efficiency and Cost Savings of Implementing a DPU](https://650group.com/blog/enterprises-and-service-providers-need-to-be-discussing-the-energy-efficiency-and-cost-savings-of-implementing-a-dpu/) - OPEX and CAPEX Savings Make Adopting DPUs Compelling Design decisions are significantly different for enterprise and SP customers compared to two years ago. Electricity costs have increased considerably, and specific data center locations are power constrained. Increased inflation pressures CAPEX as many components will not return to pre-pandemic pricing. On top of these pressures, many
- [<strong>Data Center Interconnect Semiconductor Market to Approach $25 Billion in 2027</strong>](https://650group.com/press-releases/data-center-interconnect-semiconductor-market-to-approach-25-billion-in-2027/) - New 650 Group Research Finds that AI Servers, DPUs, CXL and Ethernet Semiconductors will Drive Significant Growth INCLINE VILLAGE, Nevada, November 15, 2022 - According to a new report published by 650 Group, titled Interconnect Semiconductor Market 2022-2027, the worldwide market for the portion of semiconductors used for interconnect in data centers will approach $25
- [Active Copper Market Helps Reduce Power Consumption in the Data Center](https://650group.com/blog/active-copper-market-helps-reduce-power-consumption-in-the-data-center/) - Recent Increases in Power Cost Creating Concern and Changing Architectures in The Cloud Most Cloud data center designs assume small increases in power costs over the life of a facility. In 2022, Cloud operators struggled to increase power to some facilities, especially in large metro areas, and already played out their cheap power options by
- [Huawei UBBF Conference Emphasizes F5.5G and 50G PON](https://650group.com/blog/huawei-ubbf-conference-emphasizes-f5-5g-and-50g-pon/) - We virtually attended several keynote presentations from the Ultra-Broadband Forum (UBBF) in Bangkok, Thailand. This year, as has been the case for every year since the first one in 2014, Huawei is the most prominent vendor in attendance; others making presentations included government officials, leaders of standards bodies, and service providers. The big pitch for
- [5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud](https://650group.com/blog/5g-americas-conference-highlights-on-open-ran-enterprise-cellular-and-telco-cloud/) - At the 5G Americas conference, attendees have an opportunity to meet with operators in the North and South American geographies, as well as standards, regulatory and vendor representatives. The four main topics we concentrated on from the conference were US FCC comments, Open RAN, Enterprise Cellular and Cloud. FCC. US Federal COmmunications Commission CHief Counsel
- [Single-Pair Ethernet Market Forecast to Surge Over Next 5 Years Fueled by Building Automation and Manufacturing; According to 650 Group](https://650group.com/press-releases/single-pair-ethernet-market-forecast-to-surge-over-next-5-years-fueled-by-building-automation-and-manufacturing-according-to-650-group/) - Market is Ready to Merge Information Technology (IT) and Industrial Devices with Ethernet INCLINE VILLAGE, Nevada, October 4, 2022 - According to a new report published by 650 Group, titled Single-Pair Ethernet Market 2021-2030, the worldwide market for Single-Pair Ethernet should approach 500 million ports by the end of the decade. Single-pair Ethernet is a
- [Industrial Ethernet Switching Market Forecast to Outpace Data Center and Campus Switching Markets Over The Next Five Years; According to 650 Group](https://650group.com/press-releases/industrial-ethernet-switching-market-forecast-to-outpace-data-center-and-campus-switching-markets-over-the-next-five-years-according-to-650-group/) - Managed Hardened and Industrial Switching to Triple and Make Up Increasing Portion of Campus Switching Offerings by 2026 INCLINE VILLAGE, Nevada, Sept. 26, 2022 - According to a new report published by 650 Group, titled Industrial Switching Forecast 2021-2026, the worldwide Managed Industrial Switching market will nearly triple revenues to approach $2 Billion in revenue
- [SONiC Market to Exceed $5B in 2026 for Data Center Switching; According to 650 Group](https://650group.com/press-releases/sonic-market-to-exceed-5b-in-2026-for-data-center-switching-according-to-650-group/) - Hardware and Software Markets to Evolve Differently as SONiC Support Increases in the Ecosystem INCLINE VILLAGE, Nevada, Sept. 21, 2022 - According to a new report published by 650 Group, titled SONiC Market Forecast 2021-2026, the worldwide market for SONiC in Data Center Switching will exceed $5 Billion in revenue by 2026. SONiC's role outside
- [Disaggregated Routing Market Forecast to Grow More Than 50% Per Year Over Next Five Years; According to 650 Group](https://650group.com/press-releases/disaggregated-routing-market-forecast-to-grow-more-than-50-per-year-over-next-five-years-according-to-650-group/) - Cloud and Telco SP Driving Trend Towards Software-Based Routing and Disaggregation of ASICs, Hardware, Software, and Optics INCLINE VILLAGE, Nevada, Aug. 24, 2023 - According to a new report published by 650 Group, titled Disaggregated Router Forecast 2021-2026, the worldwide Disaggregated Router market will exceed $4 Billion in revenue by 2026. The routing market is
- [2Q'22 Active Electrical Cable (AEC) Market Update and Long-Term Forecast Results to 2026](https://650group.com/blog/2q22-active-electrical-cable-aec-market-update-and-long-term-forecast-results-to-2026/) - In 2Q22, revenues of the Active Electrical Cable (AEC) market were over 700% greater than the year-ago quarter, according to our recently published report. Our report also includes an updated long-term forecast. We have maintained our revenue forecast for 2022 and 2023. For the outer years of our forecast, we are maintaining our long-term forecast
- [2Q'22 RAN Market and Long-Term Forecast Results](https://650group.com/blog/2q22-ran-market-and-long-term-forecast-results/) - In 2Q'22, revenues for the RAN (Radio Access Network) market were 3% less than the year-ago quarter, according to our recently published report. The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. Our report also includes an updated long-term forecast. We have lowered our revenue
- [2Q'22 Telecom Core Market and Long-Term Forecast Results](https://650group.com/blog/2q22-telecom-core-market-and-long-term-forecast-results/) - In 2Q22, revenues of the Telecom Core market were 3% greater than the year-ago quarter, according to our recently published report. The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. Our report also includes an updated long-term forecast. We have maintained our revenue forecast
- [650 Group Launches Data Center Ethernet Switching Report Focused Exclusively on the Cloud Market](https://650group.com/press-releases/650-group-launches-data-center-ethernet-switching-report-focused-exclusively-on-the-cloud-market/) - Report Covers Arista, Cisco, Juniper, White Box Vendors; Data Center Ethernet Switch Market Shares Differ Materially Between the Cloud and the Enterprise Markets Incline Village, Nev.– Aug. 29, 2022 – According to a newly released report issued by 650 Group, there are unique differences between Ethernet Switches deployed into Clouds and Enterprise data centers. About
- [2Q'22 Cloud DC Switching Market and Long-Term Forecast Results](https://650group.com/blog/2q22-cloud-dc-switching-market-and-long-term-forecast-results/) - In 2Q22, revenues of the Cloud DC Switching market were 41% greater than the year-ago quarter, according to our recently published report. Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes an updated long-term forecast. We have maintained our revenue forecast for 2022 and 2023. For
- [Disaggregated Routing Super Charged in 2022 as DriveNets Raises its Series C Funding](https://650group.com/blog/disaggregated-routing-super-charged-in-2022-as-drivenets-raises-its-series-c-funding/) - During the first half of 2022, SPs continued to push a dual vendor strategy and shift towards fixed architectures to eliminate complexity. Fixed 1RU and White Box architectures in Routing (based on Jericho chipset) became enticing to many customers. There are nearly a dozen white box vendors shipping today across multiple regions that can run
- [650 Group Founding Analyst Chris DePuy Accepted Into Forbes Business Council](https://650group.com/press-releases/650-group-founding-analyst-chris-depuy-accepted-into-forbes-business-council/) - Forbes Business Council Is an Invitation-Only Community for Successful Business Owners and Leaders INCLINE VILLAGE, NEV. Feb. 4, 2021 —Chris DePuy, Founding Analyst for 650 Group, a leading market intelligence research firm for communications, data center, and cloud markets, has been accepted into the Forbes Business Council, the foremost growth and networking organization for successful
- [SONiC OS continues to be hardened for data center deployments well beyond the hyperscalers](https://650group.com/blog/sonic-os-continues-to-be-hardened-for-data-center-deployments-well-beyond-the-hyperscalers/) - SONiC has gained popularity, and development efforts accelerated throughout 2020, despite the lack of travel and face-to-face interactions from COVID-19 restrictions. 2020 saw the incorporation of more features and excitement amongst suppliers and customers. SONiC now has more advanced features and functionality and continues to be hardened for data center deployments well beyond the hyperscalers. 
- [Ethernet Switch Market Contracts 2% Y/Y in 2020, According to 650 Group](https://650group.com/press-releases/ethernet-switch-market-contracts-2-yy-in-2020-according-to-650-group/) - 4Q’20 Results Mixed; Data Center Switching Hits New Record While Campus Switching Contracts Y/YINCLINE VILLAGE, Nev. – March 3, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Ethernet Switch Market declined nearly 2% for 2020, to $32B. The
- [650 Group Quick Take: MULTI-Cloud Operating Models Accelerate with NEW deal between HashiCorp and Cisco](https://650group.com/blog/650-group-quick-take-multi-cloud-operating-models-accelerate-with-new-deal-between-hashicorp-and-cisco/) - In the news this week, Cisco has entered an agreement to sell HashiCorp Terraform® Cloud Business alongside its own Cisco Intersight® platform. Cisco and HashiCorp are helping enterprises accelerate application innovation, including automated management and security, across hybrid clouds. The deal helps enterprises achieve a hybrid cloud operating model using HashiCorp’s “infrastructure as code” for
- [800 Gbps Switching, Routing, and DCI Market Opportunity to Exceed $10B in 2025; According to 650 Group](https://650group.com/press-releases/800-gbps-switching-routing-and-dci-market-opportunity-to-exceed-10b-in-2025-according-to-650-group/) - 800 Gbps to Start the Transition to Co-packaging and Onboard Optics as Ethernet Switch ASICs race to 51.2 Tbps and 102.4 Tbps INCLINE VILLAGE, Nevada, April 26, 2021 - According to a new report published by 650 Group, titled 800 Gbps Forecast 2020-2025, the worldwide market for 800 Gbps Switching and Routing, including the DCI
- [SONiC Market to Exceed $4B in 2025 for Data Center Switching; According to 650 Group](https://650group.com/press-releases/sonic-market-to-exceed-4b-in-2025-for-data-center-switching-according-to-650-group/) - Hardware and Software Markets to Evolve Differently as SONiC Support Increases in the Ecosystem INCLINE VILLAGE, Nev., May 10, 2021 - According to a new report published by 650 Group, titled SONiC Market Forecast 2020-2025, the worldwide market for SONiC in Data Center Switching will exceed $4 Billion in revenue by 2025. SONiC‘s role outside
- [Cloud-Managed Enterprise Wireless LAN Services Revenues Grew 38% Y/Y, According to 650 Group](https://650group.com/press-releases/cloud-managed-enterprise-wireless-lan-services-revenues-grew-38-yy-according-to-650-group/) - Enterprise WLAN Market Rebounded with 25% growth in 1Q’21, Driven by 197% Y/Y Wi-Fi 6 Revenue Growth INCLINE VILLAGE, Nevada – June 17, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Enterprise Wireless LAN (WLAN) Infrastructure Market grew
- [650 Group publishes 1Q'22 Telecom Core Market and Long-Term Forecast Results](https://650group.com/blog/650-group-publishes-1q22-telecom-core-market-and-long-term-forecast-results/) - In 1Q22, revenues of the Telecom Core market were 4% greater than the year-ago quarter, according to our recently updated report. The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. The report also includes an updated long-term forecast. For the outer years of our forecast,
- [650 Group Launches New Research Report Series Focused on Network-as-a-Service (NaaS)](https://650group.com/press-releases/650-group-launches-new-research-report-series-focused-on-network-as-a-service-naas/) - Vendors Taking Different Approaches to Consumption Models for Campus Ethernet Switching, WLAN, and SD-WAN Markets INCLINE VILLAGE, Nev. – March 23, 2022 – A new category of research by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, will provide a series of reports offering unique insight into the
- [Analysis: Broadcom Plans to Acquire VMware for $61B](https://650group.com/blog/analysis-broadcom-plans-to-acquire-vmware-for-61b/) - Different Scenarios can Play Out for the Networking Industry While the potential Broadcom / VMWare combination could affect many industries, this blog shares our view on its impact on the networking industry. As an opening thought, this big deal may experience regulatory challenges, considering regulators prohibited Broadcom from acquiring Qualcomm and NVidia from acquiring ARM.
- [DPU Opportunity Increases With New Market Opportunities In Ran, Security, And Enterprise Workloads](https://650group.com/blog/dpu-opportunity-increases-with-new-market-opportunities-in-ran-security-and-enterprise-workloads/) - For many, the DPU is associated with the Smart NIC and the boundary between computing and networking. Therefore it has a finite market size tied to the number of servers and appliances in the market. DPU history focused on offloading the processor with storage, basic security, and virtualization allowed the CPU cores on a server
- [SpaceX and T-Mobile US Announce Roaming Partnership Setting Stage for 6G](https://650group.com/blog/spacex-and-t-mobile-us-announce-roaming-partnership-setting-stage-for-6g/) - T-Mobile US CEO Mike Sievert and SpaceX Founder Elon Musk shared the stage at SpaceX in Texas to announce plans for a 2023 beta service to allow T-Mobile customers to roam to Starlink satellite service using existing phones. Without saying it explicitly, it appears that SpaceX has a US-territory exclusive relationship with T-Mobile US (or
- [The Need for Speed: How AI and ML Workloads are Forcing Chip Companies to Focus on Acceleration](https://650group.com/blog/the-need-for-speed-how-ai-and-ml-workloads-are-forcing-chip-companies-to-focus-on-acceleration/) - Workloads Changing the Dynamic of CPUs and Server Architectures as Industry Moves to AI and ML AMD, Intel, NVIDIA Taking Very Different Approaches to Accelerated Computing AMD, Intel, and NVIDIA will be presenting at Hot Chips, and we wanted to get ahead of the show to share our views of how AI/ML workloads are changing
- [US Hyperscalers Cloud Revenue Surges 15% Y/Y in 2Q'22; According to 650 Group](https://650group.com/press-releases/us-hyperscalers-cloud-revenue-surges-15-y-y-in-2q22-according-to-650-group/) - DC Equipment CAPEX Spending Remains Strong Despite Economic Jitters and Supply Constraints INCLINE VILLAGE, NEV. - Aug. 18, 2022 - According to a newly released report issued by the 650 Group, US Hyperscaler Cloud market revenue grew 15% Y/Y in 2Q22, while the supply chain for Data Center Equipment into Hyperscalers performed unevenly due to continued
- [The Party-Crashers of MWC21](https://650group.com/blog/the-party-crashers-of-mwc21-2/) - This week's MWC Barcelona 2021 had several themes; the most important was that several outsiders to the telecom industry were ever-present. The new entrants – the party-crashers - included Starlink, Microsoft Azure, Amazon Web Services, Google Compute, and NVidia. These new players are forcing change either through economics, new technology, or new regulatory frameworks, or
- [NaaS: Can someone else run the enterprise network?](https://650group.com/blog/naas-can-someone-else-run-the-enterprise-network-2/) - We have published our first story at Forbes Business Council. Read it herehttps://www.forbes.com/sites/forbesbusinesscouncil/2021/07/07/naas-businesses-may-not-have-to-run-their-own-networks-anymore/?sh=525d20d83872 A preview of the concepts: Today, mobile networks and enterprises networks use wholly different network technology and operate using different business models. There’s a push by the same companies that make enterprise networking gear to change their business model toward a various
- [Higher Speeds in Ethernet Changing the Top-of-Rack to Server Topologies](https://650group.com/blog/higher-speeds-in-ethernet-changing-the-top-of-rack-to-server-topologies-2/) - Migrating Features to Active Cables to Support Performance and Reliability Traditional enterprise data centers have an Achilles heel – the single TOR per rack architecture. If that TOR fails, it takes the entire rack offline, and as Microsft recently published, this happens at least 2% of the time in the first 40 days of operation.
- [Rakuten Acquires Altiostar; and Announces European Customer, 1&1](https://650group.com/blog/rakuten-acquires-altiostar-and-announces-european-customer-11-2/) - ​Today, Rakuten announced that has acquired the rest of Open RAN startup, Altiostar. It already owned 67% of the pioneering vendor, and paid another $370 million to acquire the rest, at a valuation just over $1 billion. The company is adding Altiostar to its Rakuten Communications Platform (RCP) capabilities now known as Symphony, that it
- [What is behind the 5g CPE and ENTERPRISE SURGE?](https://650group.com/blog/what-is-behind-the-5g-cpe-and-enterprise-surge-2/) - Wireless Internet Service Providers (WISPs) and Managed Service Providers (MSPs) have a big opportunity coming up as wireless quickly evolves with LTE and 5G technologies. 650 Group analysts have observed the mobile market from a telecom and enterprise edge perspective for the past two decades. Today, there is more action that ever, as “Radio Access
- [Extreme Networks Entering the SD-WAN market](https://650group.com/blog/extreme-networks-entering-the-sd-wan-market-2/) - Extreme Networks announced its intention to acquire the Ipanema SD-WAN operations of Infovista. The company expects the deal to close in October 2021 and that in Extreme's Fiscal 2022, the revenue contribution will be "material." We think Extreme's entry to the SD-WAN market gives the company exposure to a critical part of the networking industry,
- [Is Security Bandwidth Keeping up with Network Bandwidth?](https://650group.com/blog/is-security-bandwidth-keeping-up-with-network-bandwidth-2/) - In the world of networking and security, intelligence and attack mitigation means little if it cannot keep pace with the speed of connection and transactions. Many questions can arise as a raft of technologies, some traditional and others new, have entered the market. There is a mix of chips that power firewalls, including FPGAs, DPUs,
- [650 Group’s Latest Cloud Market Report Shows US Hyperscalers Set Cloud Revenue and CAPEX Records in 2Q’21](https://650group.com/press-releases/650-groups-latest-cloud-market-report-shows-us-hyperscalers-set-cloud-revenue-and-capex-records-in-2q21-2/) - Semiconductor and Supply Chain Shortages Limit Data Center Buildouts Incline Village, NV. August 23, 2021 — According to a newly released report issued by the 650 Group, US hyperscaler cloud market revenue grew 43% Y/Y in 2Q21 while the supply chain for Data Center Equipment into hyperscalers performed unevenly due to continued semiconductor and component
- [650 Group Launches New Data Center Ethernet Switching Report Focused Exclusively on the Enterprise Market](https://650group.com/press-releases/650-group-launches-new-data-center-ethernet-switching-report-focused-exclusively-on-the-enterprise-market-2/) - Arista, Cisco, Juniper, White Box, and SONiC Market Shares Differ Materially Between the Enterprise Market and the Cloud Market INCLINE VILLAGE, NEV. – Aug. 26, 2021 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight into the differences of Ethernet Switches
- [Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching](https://650group.com/blog/marvell-to-add-innovium-to-its-portfolio-to-enhance-high-end-dc-switching-2/) - Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching On August 3rd, Marvell announced its planned acquisition of Innovium for $1.1B. The addition has good synergies. Innovium had several design wins in the hyperscaler segment and Marvell provides additional scale, desire to expand custom, semi-custom, and merchant networking offerings in the Cloud.
- [DPU Opportunity IncreaseS with New Market Opportunities in RAN, Security, and Enterprise WORKLOADs](https://650group.com/blog/dpu-market-opportunity-increases-with-new-market-opportunities-in-ran-security-and-enterprise/) - For many, the DPU is associated with the Smart NIC and the boundary between computing and networking. Therefore it has a finite market size tied to the number of servers and appliances in the market. DPU history focused on offloading the processor with storage, basic security, and virtualization allowed the CPU cores on a server
- [650 Group Report Highlights the Return to Growth for the Enhanced Network Access Control (ENAC) Market](https://650group.com/press-releases/650-group-report-highlights-the-return-to-growth-for-the-enhanced-network-access-control-enac-market/) - New SaaS-based Entrant, WiteSand, Joined Existing Vendors That Experienced Growth Including Cisco and HPE ArubaIncline Village, Nevada – Sept. 9, 2021 – In a recently published report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, it was revealed that the Enhanced Network Access Control (ENAC) market has
- [The 800 Gbps Routing Port and 112 Gbps SERDES Technology Generation is Here](https://650group.com/blog/the-800-gbps-routing-port-and-112-gbps-serdes-technology-generation-is-here/) - Nokia Unleashed Next-Gen Routing with FP5 ASIC On September 21st, Nokia launched the company's fifth-generation IP routing silicon (FP5). Along with support for 800 Gbps routing ports, the company also announced new Fixed form factors, which are becoming popular as Routing supports new uses cases around supporting more distributed IP edge routing architectures. Along with
- [Cribl's Fall Release Hints At Why It Just Closed a Monster Financing Round](https://650group.com/blog/cribls-fall-release-hints-at-why-it-just-closed-a-monster-financing-round/) - When Cribl announced its monster $200M financing round, we wondered what is coming next for the observability infrastructure company. The company has revealed some of what got investors excited in its fall release (Version 3.2.0) announcements. We think the two most important elements of the fall release announcements include is Cloud Visibility & Management and
- [Best Laid Plans and Confidence Over the Summer Still Leading to Supply Chain Shortages in 4Q21](https://650group.com/blog/best-laid-plans-and-confidence-over-the-summer-still-leading-to-supply-chain-shortages-in-4q21/) - Our supply chain checks across the technology and cloud sector continue to turn pessimistic during the early days of October. As a result, orders for semiconductors that were thought to be secured and guaranteed are being cut. The implications are clear that most segments we track are in for several bumpy months, with all efforts
- [It's Time to Talk About Programmable and Accelerated Switching](https://650group.com/blog/its-time-to-talk-about-programmable-and-accelerated-switching/) - The market is ready for a new classification of Switching in the Data Center Historically, the portion of the Ethernet switch market geared toward programmability was limited to high-frequency trading (HFT) and some niche Telco use cases. For HFT, Arista and Cisco used a combination of ultra-low latency ASICs and FPGAs. That market has historically
- [Mavenir Hightlights is RAN Progress at its Analyst Meeting](https://650group.com/blog/mavenir-hightlights-is-ran-progress-at-its-analyst-meeting/) - Mavenir held its annual analyst event this week and highlighted some important information highlighting its progress in transitioning to a maturing ecosystem player in the telecom equipment industry. The company highlighted its recent Koch Brothers $500M investment; existing investors include Intel/Nvidia and Siris Capital, who remain majority equity holders. The company highlighted that it grew
- [#OCP SUmmit -- 200 Gbps to Drive Significant Volumes in 2022](https://650group.com/blog/ocp-summit-200-gbps-to-drive-significant-volumes-in-2022/) - 200 Gbps Active Electrical Cable (AEC) to Play Key Role in Current and Next Generation Server Connectivity Server bandwidth continues to explode. Led by a confluence of next-generation processors, lower process geometry, better software, and the push toward AI, the market is seeing a rapid transition to 50 Gbps, 100 Gbps, and even 200 Gbps ports
- [Cribl Co-Founder Discusses Observability Trends (Part 1)](https://650group.com/blog/cribl-co-founder-discusses-observability-trends-part-1/) - Recently, we had the opportunity to speak with Dritan Bitincka, co-founder of Cribl, an Observability Infrastructure vendor. All three of Cribl’s co-founders were employees at Splunk, a leading observability vendor. It was exciting to hear how Dritan’s experience with Splunk led him and his co-founders to seek a new place in the value chain in
- [Nokia Highlights its RAN, Cloud and Broadband Progress](https://650group.com/blog/nokia-highlights-its-ran-cloud-and-broadband-progress/) - Nokia’s Global Analyst Forum this week highlighted two main trends. First, the company says it has caught up to rivals in its 5G radio development. Furthermore, the company expects its wireless systems to become increasingly technologically differentiated from competitors. Second, the company emphasizes its message that it is the “green partner of choice.” We read
- [Supply Change Shortages – Disaggregated Routing and Fixed Building Blocks Better Suited for 2022](https://650group.com/blog/supply-change-shortages-disaggregated-routing-and-fixed-building-blocks-better-suited-for-2022/) - During the summer of 2021, there was optimism that the worst supply chain shortages were behind us, and vendors' stockpiles of components and chips would be enough to work through the remaining issues. Instead, early October 2021 saw a worsening of component shortages. Some vendors saw component cancellations, and we are about to exit the
- [CRIBL CO-FOUNDER DISCUSSES OBSERVABILITY TRENDS (PART 2)](https://650group.com/blog/cribl-co-founder-discusses-observability-trends-part-2/) - This blog post is the second and final part of article that about an interview we had with Dritan Bitincka, co-founder of Cribl, an Observability Infrastructure vendor. The interview proceeded on three different tracks: (a) Mr. Bitincka’s Journey to Cribl, and (b) Industry Changes, and (c) The Future of Observability and Cribl. This part of the
- [Ethernet Switch Market Reaches New All-Time High in 3Q21, According to 650 Group](https://650group.com/press-releases/ethernet-switch-market-reaches-new-all-time-high-in-3q21-according-to-650-group/) - Data Center Switching Expands Into Strong 400 Gbps Upgrade Cycle; Campus Switching Records Record Quarter Incline Village, Nevada – December 2, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Ethernet Switch Market grew nearly 5% Y/Y in 3Q21
- [Marvell 2021 Industry analyst day take-aways](https://650group.com/blog/marvell-2021-industry-analyst-day-take-aways/) - Today, Marvell held its Industry Analyst day, showcasing a year of hard work and two significant acquisitions (Inphi and Innovium). Throughout the sessions, primarily focused on data center, automotive, and 5G, Marvell did an excellent job of highlighting the progress they have made over the past year and the increased breadth of the portfolio that
- [Ethernet Data Center Interconnect (DCI) Reaches New All-Time High in 3Q21, According to 650 Group](https://650group.com/press-releases/ethernet-data-center-interconnect-dci-reaches-new-all-time-high-in-3q21-according-to-650-group/) - ZR and Cloud expansion Drive 400 Gbps to a Record; Data Center Switching Expands Into Strong 400 Gbps Upgrade Cycle; 800 Gbps in Optical Transport Remains Key to Overall GrowthIncline Village, Nevada – Dec. 15, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and
- [US Hyperscalers Set Cloud Revenue and CAPEX Records in 4Q21](https://650group.com/press-releases/us-hyperscalers-set-cloud-revenue-and-capex-records-in-4q21/) - 2022 Build-Outs to Set Records as Cloud Looks to Metaverse and AI for Growth Incline Village, NV. February 4, 2022 — According to a newly released report issued by 650 Group, US Hyperscaler Cloud market revenue grew 30% Y/Y in 4Q21 while the supply chain for Data Center Equipment into Hyperscalers performed unevenly due to
- [SD-WAN Market enters 2022 Poised for Strong Growth](https://650group.com/blog/sd-wan-market-enters-2022-poised-for-strong-growth/) - SD-WAN Subscription and Hardware Revenue to Dominate 2022 Mix The SD-WAN market exited 2021 with record hardware and subscription revenue. In addition, the market continued to benefit from many customers pulling in house their digital transformation projects and becoming more reliant on multi-cloud environments that embrace premises, colocation, and cloud-based applications. Our market forecast press release
- [SD-WAN Revenue to More Than Double by 2026, Exceeding $6B; According to 650 Group](https://650group.com/press-releases/sd-wan-revenue-to-more-than-double-by-2026-exceeding-6b-according-to-650-group/) - SD-WAN Architectures Becoming Critical to Enterprise Multi-Cloud Deployments, Quarterly revenues for overall market now approaching $1B Incline Village, NV. Feb. 14, 2022 — According to a newly released report issued by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, the SD-WAN market will grow more than 30% in 4Q21
- [4Q'21 ADC Market REPORT with  Long-Term Forecast Results](https://650group.com/blog/4q21-adc-market-report-with-long-term-forecast-results/) - According to 650 Group's recently published report, in 4Q21, revenues of the Application Delivery Controller (ADC) market were 2% greater than the year-ago quarter. For the full year, the market grew modestly. Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes an updated long-term ADC forecast.
- [SP Routing Market Returns to Growth in 2021 led by Cisco, Juniper,  and Nokia's Robust North American Results, According to 650 Group](https://650group.com/press-releases/sp-routing-market-returns-to-growth-in-2021-led-by-cisco-juniper-and-nokias-robust-north-american-results-according-to-650-group/) - 400 Gbps Based Router Platforms Projected to Triple in 2022 Incline Village, NV. February 24, 2022 — According to a newly released report issued by the 650 Group, the Service Provider (SP) Routing market will continue to grow through 2026, led by 400 Gbps port growth and continued robust demand for 100 Gbps in Telco, Cable,
- [650 Group Launches AEC Report Focused on Active Electrical Cables and Semiconductors](https://650group.com/press-releases/650-group-launches-aec-report-focused-on-active-electrical-cables-and-semiconductors/) - Hyperscalers Need for Bandwidth will Transition the Cable Market Away from DAC and Towards AECIncline Village, Nevada – March 7, 2021 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the AEC market will quickly replace the DAC market as Hyperscalers and
- [Active Electrical CablING (AEC) Makes a Splash at OFC 2022](https://650group.com/blog/active-electrical-cabling-aec-makes-a-splash-at-ofc-2022/) - 2022/'23 Server Designs to Adopt Higher Speeds and use AEC to Address Server Connectivity The AEC market has entered 2022 with solid momentum. We have many ASIC and cable suppliers entering the market to address a need to replace DAC in higher-speed network designs. As we enter OFC this week, the market continues to increase
- [Wireless LAN Infrastructure Semiconductor Lead Times Remain Elevated, According to 650 Group](https://650group.com/press-releases/wireless-lan-infrastructure-semiconductor-lead-times-remain-elevated-according-to-650-group/) - Enterprise WLAN Systems Shipments Grew 4% Y/Y 4Q21, on Double-Digits Chip Orders Growth Incline Village, Nevada – March 9, 2022 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Wireless LAN (WLAN) Infrastructure Semiconductor primary radio units grew 4% Y/Y
- [650 Group Launches Network-as-a-Service (Naas) Report Focused Exclusively on the Campus Ethernet Switch Market](https://650group.com/press-releases/650-group-launches-network-as-a-service-naas-report-focused-exclusively-on-the-campus-ethernet-switch-market/) - HPE Aruba’s NaaS Announcements Change the Consumption Model Dialogue with Customers INCLINE VILLAGE, Nevada– March 24, 2022 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the NaaS market for campus/enterprise switching. While Managed Service Providers (MSPs) historically took
- [HPE Aruba Atmosphere 2022 Recap](https://650group.com/blog/hpe-aruba-atmosphere-2022-recap/) - We attended Aruba, a Hewlett Packard Enterprise’s Las Vegas-based Atmosphere conference. It was very well attended, and this was Aruba’s first in-person user conference in over two years as we come out of the pandemic. Aruba made several important announcements at the event, including a formal Network as a Service (NaaS) offering, a series of
- [650 Group Launches Network-as-a-Service (Naas) Report Focused Exclusively on the Enterprise WLAN Market](https://650group.com/press-releases/650-group-launches-network-as-a-service-naas-report-focused-exclusively-on-the-enterprise-wlan-market/) - HPE Aruba’s NaaS Announcements Change the Consumption Model Dialogue with Customers Incline Village, Nevada – March 31, 2022 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the NaaS market for enterprise WLAN. The latest report reflects the idea
- [NVIDIA Starts the Race to 51.2 Tbps with Spectrum-4 Announcement](https://650group.com/blog/nvidia-starts-the-race-to-512-tbps-with-spectrum-4-announcement/) - 51.2 Tbps Switch ASICs to Drive the Migration to 800 Gbps and 1.6 Tbps Starting in 2H22 NVIDIA continues to drive products and solutions at a rapid pace. They continued to push the boundaries and accelerate the pace of innovation in the data center through the recent GTC announcements. With the launch of Spectrum-4, we got
- [Huawei Analyst Summit 2022 Recap](https://650group.com/blog/huawei-analyst-summit-2022-recap/) - We participated in the Huawei Analyst Summit 2022 (#HAS22) for three days this week. The conference started with a keynote featuring Rotating Chairman, Ken Hu and then there were many executives and managers in charge of various operating groups at Huawei. To summarize, Hu said there will be challenges ahead and emphasized software, services and
- [US Hyperscalers Cloud Revenue Surges over 20% Y/Y in 1Q’22, According to 650 group](https://650group.com/press-releases/us-hyperscalers-cloud-revenue-surges-over-20-yy-in-1q22-according-to-650-group/) - Despite Decommits in the Supply Chain, US Hyperscalers Maintain 2022 CAPEX Guidance Incline Village, NV. May 10, 2022 — According to a newly released report issued by 650 Group, US Hyperscaler Cloud market revenue grew 23% Y/Y in 1Q’22 while the supply chain for data center equipment into hyperscalers performed unevenly due to continued semiconductor and
- [Fortinet Accelerate 2022 Recap](https://650group.com/blog/fortinet-accelerate-2022-recap/) - Fortinet had its Accelerate 2022 conference today. Its executive team presented its current strategy and expectations for the future and highlighted what it thinks are its key differentiators in the marketplace. The company explained: (a) the importance of its ASIC and its software code-base called FortiOS, (b) its services bundling strategy called "Fabric," and (c)
- [1Q'22 Routing Market and Long-Term Forecast Results](https://650group.com/blog/1q22-routing-market-and-long-term-forecast-results/) - In 1Q'22, revenues of the Routing market were 2% greater than the year-ago quarter, according to our recently published report. Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes an updated long-term forecast. 650 Group maintains our revenue forecast for 2022 and 2023. For the outer
- [1Q'22 Optical Transport Market and Long-Term Forecast Results](https://650group.com/blog/1q22-optical-transport-market-and-long-term-forecast-results/) - In 1Q'22, revenues for the Optical Transport market were 6% greater than the year-ago quarter, according to 650 Group's recently published report. The market overall has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. On a regional basis, North America had the strongest Y/Y growth and
- [Active Copper Market Poised to take Significant Share of Short Distance Market in the Data Center](https://650group.com/blog/active-copper-market-poised-to-take-significant-share-of-short-distance-market-in-the-data-center/) - AI/ML Workloads and Next-Generation Server Designs to Drive Growth New network architectures and increased server speeds are causing the connectivity market inside the data center to move away from Direct Attach Copper (DAC) to active solutions. The current DAC technology can’t scale with the speed coming from next-generation server designs in the Cloud. Similar to
- [Cisco PONC 2022 conference highlighted RON progress, PLE availability, and 400G success](https://650group.com/blog/cisco-ponc-2022-conference-highlighted-ron-progress-ple-availability-and-400g-success/) - Cisco just held its PONC 2022 conference, with over 500 attendees registered. We found the most exciting topics at the three-day show were: (a) its progress with RON, (b) PLE availability, and (c) the 400G ZR ramp. Cisco is pushing for integrating optical transceivers with routers, a significant step forward for the industry. The company
- [Wisper and Tarana Interview captures Fixed Wireless Access (FWA) Industry Status](https://650group.com/blog/https-www-650group-com-blog-wisper-and-tarana-interview-captures-fixed-wireless-access-fwa-industry-status/) - One of the more interesting markets we research is the Fixed Wireless Access (FWA) market. On June 27, 2022, Wisper Internet CEO and Founder, Nathan Stooke, interviewed Tarana Wireless President, Dirk Gates. We found the interview reveals some interesting trends underway in the Wireless ISP (WISP) market and the FWA equipment market: how government funding
- [650 Group Launches Series of New Research Reports Focused on the Observability Market](https://650group.com/press-releases/https-www-650group-com-press-releases-650-group-launches-series-of-new-research-reports-focused-on-the-observability-market/) - Observability Market Expected to Nearly Double to $15B by 2026 Incline Village, Nevada – July 27, 2022 – An upcoming set of research reports by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight into the Observability, Deep Observability, and Observability Pipeline Markets. The new reports
- [NVIDIA Helping Drive Project Monterey with VMware to Get Hyperscaler Composability into the Enterprise](https://650group.com/blog/https-www-650group-com-blog-nvidia-helping-drive-project-monterey-with-vmware-to-get-hyperscaler-composability-into-the-enterprise/) - Current and Future Enterprise Workloads will Benefit From Significant Improvements in Performance and Agility Over the past two to three server purchasing cycles, Hyperscalers have increasingly offloaded functionality from the CPU to the SmartNIC to free up valuable CPU cores. As a result, hyperscalers provide significant compute directly in the NIC so the CPU can
- [Deep Observability Market Forecast to Grow At Over a 60% CAGR and Exceed $2B by 2026; According to 650 group](https://650group.com/press-releases/https-www-650group-com-press-releases-deep-observability-market-forecast-to-grow-at-over-a-60-cagr-and-exceed-2b-by-2026-according-to-650-group/) - Gigamon is the Market Leader in 1H’22 as Customers Look to Gain Valuable Insights From Their Networks Incline Village, Nev. –Aug. 1, 2022– An upcoming research report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight into the Deep Observability market. The report reveals that
- [2Q'22 US Hyperscaler Market and Long Term Forecast](https://650group.com/blog/2q22-us-hyperscaler-market-and-long-term-forecast/) - In 2Q22, revenues for the US Hyperscaler market were 15% greater than the year-ago quarter, according to our recently published report. Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes an updated long-term forecast. We have maintained our revenue forecast for 2022 and 2023. For
- [TIP OpenWiFi:  Will Open Source Wi-Fi Upset the Enterprise Wi-Fi industry?](https://650group.com/blog/tip-openwifi-will-open-source-wi-fi-upset-the-enterprise-wi-fi-industry/) - The Telecom Infra Project (TIP) announced the launch of OpenWiFi Release 1.0, which is a community-developed project that encompasses Access Point hardware, an open-source AP operating system, and an SDK to build cloud-native Wi-Fi Controller software for Service Providers (SPs) and Enterprises. TIP is also starting lab and field trials. At the end of this
- [Ethernet Switch Market Grew Nearly 10% In 1Q’21, According To 650 Group](https://650group.com/press-releases/ethernet-switch-market-grew-nearly-10-in-1q21-according-to-650-group/) - Data Center Switching Records Strongest Growth; Campus Switching Records Third Straight Quarter of Y/Y Growth INCLINE VILLAGE, Nev. – June 2, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Ethernet Switch Market grew nearly 10% for 1Q’21 to approximately
- [650 Group’s Latest Cloud Market Report Shows Us Hyperscalers Set Cloud Revenue And Capex Records In 2Q’21](https://650group.com/press-releases/650-groups-latest-cloud-market-report-shows-us-hyperscalers-set-cloud-revenue-and-capex-records-in-2q21/) - Semiconductor and Supply Chain Shortages Limit Data Center Buildouts Incline Village, NV. August 23, 2021 — According to a newly released report issued by the 650 Group, US hyperscaler cloud market revenue grew 43% Y/Y in 2Q21 while the supply chain for Data Center Equipment into hyperscalers performed unevenly due to continued semiconductor and component
- [650 Group Launches New Data Center Ethernet Switching Report Focused Exclusively On The Enterprise Market](https://650group.com/press-releases/650-group-launches-new-data-center-ethernet-switching-report-focused-exclusively-on-the-enterprise-market/) - Arista, Cisco, Juniper, White Box, and SONiC Market Shares Differ Materially Between the Enterprise Market and the Cloud Market INCLINE VILLAGE, NEV. – Aug. 26, 2021 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight into the differences of Ethernet Switches deployed
- [Cloud-managed Enterprise Wireless Lan Services Revenues Grew 38% Y/Y, According To 650 Group](https://650group.com/press-releases/cloud-managed-enterprise-wireless-lan-services-revenues-grew-38-y-y-according-to-650-group/) - Enterprise WLAN Market Rebounded with 25% growth in 1Q’21, Driven by 197% Y/Y Wi-Fi 6 Revenue Growth INCLINE VILLAGE, Nevada – June 17, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Enterprise Wireless LAN (WLAN) Infrastructure Market grew 25%
- [Rakuten Acquires Altiostar; And Announces European Customer, 1&1](https://650group.com/blog/rakuten-acquires-altiostar-and-announces-european-customer-11/) - ​Today, Rakuten announced that has acquired the rest of Open RAN startup, Altiostar. It already owned 67% of the pioneering vendor, and paid another $370 million to acquire the rest, at a valuation just over $1 billion. The company is adding Altiostar to its Rakuten Communications Platform (RCP) capabilities now known as Symphony, that it is
- [What Is Behind The 5g Cpe And Enterprise Surge?](https://650group.com/blog/what-is-behind-the-5g-cpe-and-enterprise-surge/) - Wireless Internet Service Providers (WISPs) and Managed Service Providers (MSPs) have a big opportunity coming up as wireless quickly evolves with LTE and 5G technologies. 650 Group analysts have observed the mobile market from a telecom and enterprise edge perspective for the past two decades. Today, there is more action that ever, as “Radio Access
- [Extreme Networks Entering The Sd-wan Market](https://650group.com/blog/extreme-networks-entering-the-sd-wan-market/) - Extreme Networks announced its intention to acquire the Ipanema SD-WAN operations of Infovista. The company expects the deal to close in October 2021 and that in Extreme's Fiscal 2022, the revenue contribution will be "material." We think Extreme's entry to the SD-WAN market gives the company exposure to a critical part of the networking industry,
- [Marvell To Add Innovium To Its Portfolio To Enhance High-end Dc Switching](https://650group.com/blog/marvell-to-add-innovium-to-its-portfolio-to-enhance-high-end-dc-switching/) - Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching On August 3rd, Marvell announced its planned acquisition of Innovium for $1.1B. The addition has good synergies. Innovium had several design wins in the hyperscaler segment and Marvell provides additional scale, desire to expand custom, semi-custom, and merchant networking offerings in the Cloud. 
- [Is Security Bandwidth Keeping Up With Network Bandwidth?](https://650group.com/blog/is-security-bandwidth-keeping-up-with-network-bandwidth/) - In the world of networking and security, intelligence and attack mitigation means little if it cannot keep pace with the speed of connection and transactions. Many questions can arise as a raft of technologies, some traditional and others new, have entered the market. There is a mix of chips that power firewalls, including FPGAs, DPUs,
- [Higher Speeds In Ethernet Changing The Top-of-rack To Server Topologies](https://650group.com/blog/higher-speeds-in-ethernet-changing-the-top-of-rack-to-server-topologies/) - [et_pb_section fb_built="1" admin_label="section" _builder_version="3.22"][et_pb_row admin_label="row" _builder_version="3.25" background_size="initial" background_position="top_left" background_repeat="repeat"][et_pb_column type="4_4" _builder_version="3.25" custom_padding="|||" custom_padding__hover="|||"][et_pb_text header_font="|600|||||||" header_font_size="40px" admin_label="Text" _builder_version="3.27.4" background_size="initial" background_position="top_left" background_repeat="repeat"] Migrating Features to Active Cables to Support Performance and Reliability Traditional enterprise data centers have an Achilles heel – the single TOR per rack architecture. If that TOR fails, it takes the entire rack offline,
- [New Network And Security Player On The Scene: Witesand](https://650group.com/blog/new-network-and-security-player-on-the-scene-witesand/) - Witesand just came out of stealth today, and made a video presentation based primarily at the Computer History Museum in Silicon Valley. Praveen Jain, a co-founder of Witesand and various other networking companies, was the main presenter and conducted various interviews with interested third parties. The company's cloud services asset discovery, NAC, wired and wireless provisioning, monitoring,
- [introducing 650 group](https://650group.com/blog/our-first-blog-entry/) - We are pleased to introduce our new company, 650 Group, a company that provides market intelligence research. Why did you call the company 650 Group? We chose the name of the company to reflect where we are physically located, in the 650 telephone area code, in the heart of Silicon Valley, literally a 10-20
- [Aerohive announces new pricing, new products](https://650group.com/blog/aerohive-announces-new-pricing-new-products/) - Aerohive, a leading enterprise-class WLAN vendor, announced changes to its product and services pricing that is intended to get its foot in the door of more customers. Here is what it has done: Announced a new WLAN Access Point, the AP122, an 802.11ac device, for $229. This includes a cloud-management service for no cost. The
- [MWC 2017 ericsson, T-mobile usa pitch 5G](https://650group.com/blog/mwc-2017-ericsson-t-mobile-usa-pitch-5g/) - At the Ericsson Media and Analyst Briefing today, Ericsson's new CEO Borje Ekholm made his first MWC presentation, and then ceded the stage to well-known T-Mobile USA (TMUS) Chief Technology Officer, Neville Ray. We learned several things that were interesting: T-Mobile's plans for 5G rollout and 2G/3G shutdown, and Ericsson's high-level view on its strengths
- [UPdate on the ericsson / Cisco partnership - mobile world congress 2017](https://650group.com/blog/update-on-the-ericsson-cisco-partnership-mobile-world-congress-2017/) - Ericsson and Cisco representatives provided an upbeat presentation about the corporate partnership, offered some customer success metrics and discussed some new initiatives. The teams held back from providing concrete measures of progress such as revenues. Our judgement is that since each is continuing to make joint offerings, the relationship is moving ahead. Customer engagement progress
- [OCP Observations](https://650group.com/blog/ocp-observations/) - Alan Weckel Technology Analyst ​It was great to catch up with old friends and make new friends at OCP this year. The show was highly successful with attendance at the Facebook and Microsoft booths so large that it was difficult to move around. On the switch side, most of the announcements were incremental to the
- [OFC - The Data center show](https://650group.com/blog/ofc-the-data-center-show/) - Alan Weckel Technology Analyst It was great to run into old friends at OFC today. As I walked the floor, had meetings, and ran into people it became clear that this years OFC was once again about the data center and Cloud and how vendors are positioning themselves for that market and for 400 Gbps.
- [Market share implications of Extreme Networks acquisitions](https://650group.com/blog/market-share-implications-of-extreme-networks-acquisitions/) - Extreme Networks has been very busy announcing acquisitions lately. Yesterday, it announced plans to acquire Brocade's Data Center switch business and on March 7, it announced plans to acquire Avaya's switch business. Additionally, it completed its acquisition of the Zebra Wireless LAN business just last October 2016. When the two switch acquisitions are completed - some
- [Riverbed acquires xirrus](https://650group.com/blog/riverbed-acquires-xirrus/) - SD-WAN vendor Riverbed announced plans to acquire Wireless LAN vendor Xirrus today. Riverbed emphasizes its product line and portfolio strategy in the Software Defined Wide Area Network (SD-WAN) market. Xirrus has emphasized its product portfolio as being a cloud-enabled Wireless LAN (WLAN) market vendor. Two main themes come to mind with this acquisition: the most
- [alcatel-lucent enterprise wlan strategy is paying off](https://650group.com/blog/alcatel-lucent-enterprise-wlan-strategy-is-paying-off/) - Alcatel-Lucent Enterprise (ALE) presented its quarterly results to analysts today. We have been eagerly waiting to check in to see how the company's new in-house developed enterprise-class WLAN access points had performed in 1Q17. What we learned was interesting - the company's WLAN revenues grew almost 10% Y/Y, driven by the introduction of the OmniAccess
- [Us FCC finally looks to fix the broken e-rate program](https://650group.com/blog/us-fcc-finally-looks-to-fix-the-broken-e-rate-program/) - Since 2014, the E-Rate program has slowed down spending in the once-largest vertical market for WLAN gear - the K-12 education market. Since the information about bidding and spending patterns for E-Rate is public, it is has been clear that the funding process - which adds almost a year more to the decision cycle for
- [Aerohive price aggression accelerating](https://650group.com/blog/may-24th-2017/) - Yesterday, Aerohive announced an expansion to its Connect Strategy that results in price cuts across its entire product line by virtue of its extension of its Connect cloud-services offering to all products. Given that Connect is a free version of cloud-managed services, it would accurate to say Aerohive is now pursuing a price-aggressor strategy in
- [Huawei says 5G goes commercial in 2020](https://650group.com/blog/huawei-says-5g-goes-commercial-in-2020/) - Today, we attended a presentation made by Huawei to discuss 5G. The company emphasized several interesting points: 2020 is the year for commercial launch of 5G. The company confirmed its understanding that Chinese operators will commercialize 5G in 2020. It explained that in Korea, while there are trials planned in 2018/2019, this spectrum will be
- [Alan weckel visits a local retailer and discusses ethernet](https://650group.com/blog/alan-weckel-visits-a-local-retailer-and-discusses-ethernet/)
- [Broadcom’s Trident 3 – A big deal well beyond the data center](https://650group.com/blog/broadcoms-trident-3-a-big-deal-well-beyond-the-data-center/) - Today Broadcom announced Trident 3. The companies third major release of a chip that drove the merchant silicon revolution in the data center and started the white box movie in the Cloud. With Trident 3, all of Broadcom’s data center switching ASICs now support speeds of at least 3.2 Tbps per chip. Trident 3 is
- [Nokia – 7750 SR – The race to 400 Gbps and Cloud Scale](https://650group.com/blog/nokia-7750-sr-the-race-to-400-gbps-and-cloud-scale/) - Today Nokia announced its new FP4 ASIC and 7750 SR Router. Playing the leapfrogging game on speeds, we saw 36 400 Gbs ports in a 2RU box that looks awfully similar to a spine switch and the further blurring of what a next gen router and switch really look like, especially in the Cloud. We
- [Cisco Catalyst 9000 – Major Step forward in Campus switching](https://650group.com/blog/cisco-catalyst-9000-major-step-forward-in-campus-switching/) - ​Today, Cisco announced the Catalyst 9000 family. The first new Catalyst line in many years focused on campus networking as a unified network involving security, WLAN, and switching. This is a very big announcement for Cisco as it’s a real step towards Unified Access and not thinking of WLAN as simply an overlay network. To
- [GENBAND perspectives 2017 conference](https://650group.com/blog/genband-perspectives-2017-conference/) - The GENBAND Perspectives 2017 conference in Los Angeles did a good job of highlighting the relatively smaller division at GENBAND - Kandy. Additionally, the company highlighted its advances towards an NFV World, its participation in so-called "Network Evolution" (upgrading old PSTN and VoIP systems to new VoIP and IMS systems). ​ Kandy. I asked CEO
- [F5 Analyst Meeting - Application Security Focus](https://650group.com/blog/f5-analyst-meeting-application-security-focus/) - We attended the F5 analyst meeting, the first with new CEO, Francois Locoh-Donou. It is clear that the new CEO understands the impact the growth in the cloud has on F5, and VP Sales John DiLullo even went so far as to say that beginning about 18 months ago, his customers are embarrassed to admit
- [Storage Infrastructure Market update](https://650group.com/blog/storage-infrastructure-market-update/) - Tomorrow, at 8:30 AM, we are presenting at the Flash Memory Summit 2017 and will share our views on the storage infrastructure market. We expecting growth in segments such as hyperconverged, All Flash Arrays, and SDS. We expect growth from customer groups such as Cloud Service Providers, as well as Telecom Service Providers, while traditional
- [Nokia Broadband strategy Revealed](https://650group.com/blog/nokia-broadband-strategy-revealed/) - We attended the Nokia analyst meeting for its Fixed Access business, where the company explained its priorities for the upcoming year. these include: (a) an expansion to its In-Home WiFi focus, (b) an aggressive push to move all but physical layer functions into the Cloud, and (c) the launch of fixed broadband wireless. Last year's
- [Huawei Connect – Connecting Clouds and Everything Else](https://650group.com/blog/huawei-connect-connecting-clouds-and-everything-else/) - Last week we attended Huawei Connect conference in Shanghai which is turning into a massive event for Huawei with significant customer attendance. It was tons of fun to talk to customers, catch up with friends, and the different parts of Huawei while on the show floor. While there are ton of highlights from the show,
- [​Cloud and DCI – Vendors with Different Definitions talk up DCI at Deutsche Bank Tech Conference](https://650group.com/blog/cloud-and-dci-vendors-with-different-definitions-talk-up-dci-at-deutsche-bank-tech-conference/) - We attended the Deutsche Bank Tech conference this week and met with a ton of companies. It is always interesting to see the difference in questions from investors vs. those directly in the industry. During the conference, each company put spin and had different definitions of Data Center Interconnect (DCI) that helped address their specific
- [​Comcast ActiveCore – Massive step forward for SD-WAN and Potential Router Market Trouble](https://650group.com/blog/comcast-activecore-massive-step-forward-for-sd-wan-and-potential-router-market-trouble/) - Yesterday, Comcast announced its ActiveCore SDN platform. We are attending Comcast’s analyst day and learned quite a bit on day one, but wanted to focus this blog on Routing. To date, there has been an argument of SD-WAN and it ability to replace expensive telco MPLS solutions. If a customer continues using MPLS, it is
- [Alcatel-Lucent Enterprise Broadens its In-House Developed enterprise-class WLAN Product Line](https://650group.com/blog/alcatel-lucent-enterprise-broadens-its-in-house-developed-enterprise-class-wlan-product-line/) - Back on 5/9/17, we discussed how Alcatel-Lucent Enterprise (ALE) had announced its in-house developed enterprise-class WLAN products. A couple days ago (on 9/20/17), ALE announced further developments to its WLAN product line and now has a broadening product line of Stellar WLAN products. Initially, ALE announced a lower end Stellar product. Now, with this 9/20/17
- [Global Mobile Broadband FOrum update](https://650group.com/blog/global-mobile-broadband-forum-update/) - This week, we attended the Global Mobile Broadband Forum, held in London, and found several interesting points we thought we would share. Much of the focus of the conference was about 5G wireless networks, and since the show was in London, many of the service providers who we met with and listened to were European.
- [Nokia Analyst Meeting Update](https://650group.com/blog/nokia-analyst-meeting-update/) - Nokia was bullish on its technology developments and cautious on telco capex. CEO Rajeev Suri described the telecom market as having tough market conditions and expects telco equipment market revenues down in 2018. He said the Swedish competitor pricing aggressively and that it will be difficult to keep share in China with 5G ramp. He said
- [Juniper NXTWORK Analyst Day Takeaways](https://650group.com/blog/juniper-nxtwork-analyst-day-takeaways/) - New CTO - It was great to see and hear Juniper’s new CTO, Bikash Koley at NXTWORK. The message was very clear that new networks need to be built, not only from the speeds and feeds technology point of view, but from the operator point of view. Scale and simplicity are very important and only
- [Broadcom – Tomahawk 3 joins the race to 400 Gbps](https://650group.com/blog/broadcom-tomahawk-3-joins-the-race-to-400-gbps/) - Broadcom joined both Innovium and Nephos by publicly announcing 12.8 Tbps fabrics with its Tomahawk 3 product line. We love new data center silicon from all vendors, it is something we track closely and we see these as a disruptive technologies to the networking ecosystem and an enabler of next generation cloud architectures. There will
- [100 Gbps Serial at OIF, the Stepping Stone Beyond 400 Gbps](https://650group.com/blog/100-gbps-serial-at-oif-the-stepping-stone-beyond-400-gbps/) - The market is in a period of rapid adoption of higher speeds led by the hypserscalers. The industry used 2016 and 2017 to adopt 25 Gbps and 100 Gbps port speeds based on 25 Gbps SERDES technology. As we enter 2018, those same hyperscalers are about to adopt 50 Gbps, 200 Gbps, and 400 Gbps
- [Apple announces plans to Accelerate Capital Spending on US-Based Datacenters](https://650group.com/blog/apple-announces-plans-to-accelerate-capital-spending-on-us-based-datacenters/) - Apple Inc. announced plans to accelerate spending in the United States, citing $350 billion of spending over the next five years. The company has cited recent tax rules and its status as being the largest US taxpayer. The company specifically earmarked "over $10 billion" for "investments in data centers across the US." We estimate that
- [Alcatel-Lucent Enterprise launches its cloud-managed network services offering, Cirrus](https://650group.com/blog/alcatel-lucent-enterprise-launches-its-cloud-managed-network-services-offering-cirrus/) - cWe attended the upbeat Alcatel-Lucent Enterprise (ALE) Connex18 conference, where the company said its strategy is focused on three pillars: verticals, cloud and services. In its networks business, most significantly, the company announced: its Omnivista Cirrus cloud-managed network services offering, the WLAN indoor Location Based Services system and its plans for its Network On Demand
- [OFC 2018 Theme: 400 Gbps](https://650group.com/blog/ofc-2018-theme-400-gbps/) - We attended the #OFC18 show and found the major theme to be the emergence of 400 Gbps modules. The next most noteworthy theme, we though, was that made by a single company, Nokia, which made its PSE-3 engine announcement. Juniper also caused a buzz with the introduction of its ACX6360 router/packet optical product announcement (paired
- [OCP Summit 2018 - Disaggregation Theme Dominates](https://650group.com/blog/ocp-summit-2018-disaggregation-theme-dominates/) - The OCP Summit 2018 hit record attendance and we can can summarize the theme as that of continued disaggregation of network/server functions. Examples of demonstrations, presentations and proposals associated with disaggregation are as follows: Flash/SSD. Project Denali was presented by Microsoft. The idea is it separates SSD controller functions from the flash memory itself, allowing
- [HPE Aruba Atmosphere Keynote Summary](https://650group.com/blog/hpe-aruba-atmosphere-keynote-summary/) - There were 3,100 attendees at the Atmosphere show in Las Vegas, most of which appeared in attendance at the keynote. Artificial Intelligence and Cloud were the main topics. Specifically new for the show: cloud-managed SD-WAN, NetInsight, ArubaEdge Partner program, Cape Networks acquisition. Cloud-managed SD-WAN – June/July ’18 availability (dynamic path selection, VPC direct to AWS
- [Arris Analyst Meeting Takeaways](https://650group.com/blog/arris-analyst-meeting-takeaways/) - Arris held its annual investor day late last week on March 28, 2018. It was interesting: the company said "Everything is going wireless," which is an interesting admission for a company that, until about a year ago, was essentially a pureplay on wired broadband. To be sure, the company has diversified into wireless with its
- [Mavenir Analyst Briefing - UCaaS, RCS Monetization, xRAN & 5G markets](https://650group.com/blog/mavenir-analyst-briefing-ucaas-rcs-monetization-xran-5g-markets/) - Mavenir held a 'virtual' analyst meeting - essentially a webinar - that conveyed the company's efforts on several new initiatives: (a) SMB UCaaS - small business unified communications, (b) Messaging as a Platform (MaaP), (c) Monetization of messaging, (d) Security Solutions (relating to toll fraud, for instance), and (d) xRAN/Open RAN/Cloud RAN. Pardeep Kohli, CEO
- [NetApp Analyst Meeting - Focused on Hyperconverged, All Flash Array and Public Cloud Software](https://650group.com/blog/netapp-analyst-meeting-focused-on-hyperconverged-all-flash-array-and-public-cloud-software/) - At NetApp's analyst meeting today, CEO George Kurian sees opportunity in selling HCI (introduced F2Q18, 4-5 months ago), AFA, share-taking in SAN, and public cloud software and services. Every large customer NetApp talks to, according to Kurian, is using multiple cloud service providers and/or SaaS services and most are using the hybrid cloud, which means using
- [Huawei Analyst Meeting Recap - a Big Focus on Artificial Intelligence and a Downplay of 5G](https://650group.com/blog/huawei-analyst-meeting-recap-a-big-focus-on-artificial-intelligence-and-a-downplay-of-5g/) - Eric Xu, Rotating Deputy Chairman of Huawei addressing audience questions at the Huawei Analyst Summit 2018 ​The main theme of the the Huawei HAS 2018 meeting keynotes was Artificial Intelligence and, secondarily, nearly ubiquitous networks connections across the world. Huawei expects 86% of enterprises to have experimented with AI by 2025 (
- [Huawei Enterprise Services Growth was 33% Last Year](https://650group.com/blog/huawei-enterprise-services-growth-was-33-last-year/) - We attended the Huawei Analyst Summit 2018 in Shenzhen, China last week and reported mainly on service provider trends. This week, we highlight some of our observations about Huawei's Enterprise business, specifically, the enterprise business. The Enterprise Services revenue grew 33% Y/Y in 2017, driven by 56% Y/Y growth in China. The company said it
- [NFV World Congress - Nokia, NEC/netcracker, Google, CenturyTel Highlights](https://650group.com/blog/nfv-world-congress-nokia-necnetcracker-google-centurytel-highlights/) - Keynotes at the NFV World & Zero-Touch Congress in San Jose, California were very interesting today. We share our observations and view of the main themes from these interesting presentations by Nokia, NEC/Netcracker, Google, CenturyTel. The main theme of these presentations, we think, is this: NFV/SDN is now deeply in the deployment and commercial phase,
- [Arista Networks - Campus Core - A Little Bit of Campus, A Little Bit of Data Center](https://650group.com/blog/arista-networks-campus-core-a-little-bit-of-campus-a-little-bit-of-data-center/) - Today Arista announced its entry into the campus market launching several products in the core and aggregation layer for campus switching. For years there has always been a blurry line on how one defines campus core, partially driven by the utility of the Cat 6500 installed base. But this has been changing as the Cat
- [​NetApp Industry Analyst Meeting announcements - Google and more flash](https://650group.com/blog/netapp-industry-analyst-meeting-announcements-google-and-more-flash/) - There were two main announcements, a new relationship with Google Cloud Platform and a new flash device - the AFF A800. Also, in our interviews with NetApp, we learned about the future of Fibre Channel at the hyperscalers. Google. Google Cloud Platform now integrates NetApp Cloud Volumes as a drop-down menu capability as part of
- [NBASE-T Webinar Themes](https://650group.com/blog/nbase-t-webinar-themes/) - Tomorrow, 650 Group's Alan Weckel will be a featured speaker on the NBASE-T hosted webinar, entitled "Growth of NBASE-T, Market Trends and Forecast." In this webinar, we will review Ethernet trends that related not only to Campus Switch ports, but also WLAN, computing and other devices. The NBASE-T ecosystem continues to expand, including most recently
- [Aerohive A3 - Enhanced Network Access Control (ENAC) System Hitting the Market](https://650group.com/blog/aerohive-a3-enhanced-network-access-control-enac-system-hitting-the-market/) - Earlier this year, Aerohive issued a press release about its A3 software system. A3 is what we categorize as an Enhanced Network Access Control (ENAC) system; we calculate market share statistics on this market in our Security report series. The company is now getting ready to bring the product to market and is blitzing the
- [Wi-Fi NOW Conference: Mojo, Mist, Google, Quantenna](https://650group.com/blog/wi-fi-now-conference-mojo-mist-google-quantenna/) - We attended the Wi-Fi NOW conference in Redwood City, CA this week and attended some interesting presentations. We are writing about our observations and notes from the Google, Quantenna, Mist Systems and Mojo Networks presentations. Google Station presentation. "GOOGLE STATION: PUBLIC WI-FI TO CONNECT THE NEXT BILLION INTERNET USERS." Monica Garde and Erika Wool
- [Fortinet Acquires ENhanced Network Access Control (ENAC) Vendor, Bradford Networks](https://650group.com/blog/fortinet-acquires-enhanced-network-access-control-enac-vendor-bradford-networks/) - Well known security company, Fortinet, acquired privately-held Bradford Networks on June 4, 2018, citing the need to extend segmentation and security to the edge of enterprise networks, including Internet of Things (IoT). Fortinet does not expect the transaction to have a material impact on the Company's 2Q or full year results, which is consistent with
- [Ribbon Perspectives Emphasizes Software SBC, GPU Expertise and CPaaS](https://650group.com/blog/ribbon-perspectives-emphasizes-software-sbc-gpu-expertise-and-cpaas/) - Kevin Riley, CTO Ribbon Communications We attended the Ribbon Perspectives conference in Los Angeles this week. Ribbon, the result of the merger between Sonus Networks and GENBAND, made the pitch that it is moving to the services oriented business of real-time communications over time instead of just being an infrastructure equipment company. Ribbon has differentiated
- [Cisco live - day 1 2018 -Chuck robbins keynote](https://650group.com/blog/cisco-live-day-1-2018/) - Not quite a year ago, Cisco and Google announced a Cloud partnership. Today, at the very first keynote at Cisco Live 2018, Diane Greene, CEO of Google Cloud joined Chuck Robbins on stage to talk about the partnership, highlighting Kubernetes and a unified security policy. Both Chuck and Diane want a large ecosystem of partners
- [H3C and Qualcomm jointly Announce 802.11ax WLAN product availability for September 2018](https://650group.com/blog/h3c-and-qualcomm-jointly-announce-80211ax-wlan-product-availability-for-september-2018/) - H3C and Qualcomm announced the planned availability of the WA6628 802.11ax Wireless LAN Access Point; it is slated for September 2018 shipments. This new Access Point uses the Qualcomm IPQ8078 part number - we checked the Qualcomm website and we cannot find this part on the website. So, we assume that this is a future
- [Aerohive 802.11ax is Shipping](https://650group.com/blog/aerohive-80211ax-is-shipping/) - Back in late January 2018, Aerohive announced its 802.11ax product line. We have eagerly awaited for the company to ship and today, the company announced its first 802.11ax customer, Wellington College in the UK. The company claims it is first to ship 802.11ax to a European customer; we are not aware of any others who
- [Arista Networks to Acquire Mojo Networks](https://650group.com/blog/arista-networks-to-acquire-mojo-networks/) - Fast-growing Ethernet Switch vendor Arista Networks announced plans to acquire Mojo Networks, an Enterprise-class WLAN vendor today. The deal is expected to close in C3Q18. This deal douses hopes that Arista may buy other WLAN vendors, in our view. Mojo Networks is unique in the WLAN industry: (a) it has a different business model from
- [f5 Agility Conference Wrap-Up](https://650group.com/blog/f5-agility-conference-wrap-up/) - F5 kicked off its #F5Agility18 conference with over 1,300 attendees. The company’s themes was “Any app, anywhere,” and words repeated included “Automation” and “as a service.” The company is moving towards selling security as a standalone offering. Accompanying the show, there was a press release announcing Gi LAN traffic management and Gi Firewall VNFs generally
- [Nokia Fixed Broadband Update From Tokyo](https://650group.com/blog/nokia-fixed-broadband-update-from-tokyo/) - We attended the Nokia Fixed Broadband group analyst meeting in Tokyo last week and found that the company’s portfolio is expanding rapidly. The company’s view is that capital spending at its customers will be flat in future, and therefore the company is taking the approach to grow its portfolio beyond its core DSL and Optical
- [ERicsson and Juniper Re-Partner To Pursue 5G; ECI also announced](https://650group.com/blog/ericsson-and-juniper-re-partner-to-pursue-5g-eci-also-announced/) - Yesterday, Ericsson and Juniper announced plans to partner to tackle 5G transport challenges together. Additionally, Ericsson announced a partnership with optical transport company, ECI. The companies said that Ericsson's Router 6000 product family will focus on fronthaul and backhaul and edge compute and will be complemented by Juniper MX, PTX and SRX Series portfolios providing edge,
- [Mobile World Congress Americas (MWCa) And AT&T Spark - All About 5G](https://650group.com/blog/mobile-world-congress-americas-mwca-and-att-spark-all-about-5g/) - We attended Mobile World Congress Americas (MWCa) in Los Angeles, CA this week, as well as the AT&T Spark event in San Francisco. Since 5G is launching first the US, these two events became the public events where significant 5G-related announcements happened. Verizon. Will launch 5G Fixed Wireless Access (FWA) on October 1 in four
- [5G Americas Update on Mid-Band, CBRS, 5G C0re](https://650group.com/blog/5g-americas-update-on-mid-band-cbrs-5g-c0re/) - Mid-band spectrum shortages in the US was the main thrust of the 5G Americas sponsors. The idea is that the rest of the world has lots of mid-band spectrum available and service providers in countries that could be considered economic leaders (Japan, Korea, China, Western European countries) have plenty of available mid-band spectrum that is
- [Our take on Mavenir, new entrant to Radio Access Network (RAN) market](https://650group.com/blog/our-take-on-mavenir-new-entrant-to-radio-access-network-ran-market/) - ​At Mavenir’s analyst meeting in Dallas today, the company stated that it expects to grow its revenues about 10% Y/Y in 2018. In arriving at this revenue, it is pursuing a price-aggressor strategy to some extent and has a surprisingly broad portfolio of telecom-focused products. Its product line is software-oriented, though the company does still
- [Nokia Analyst Meeting UPdate; A Focus on Enterprise](https://650group.com/blog/nokia-analyst-meeting-update-a-focus-on-enterprise/) - ​Our big takeaway from its recent global analyst meeting was that Nokia is formalizing its enterprise business. Of course, the company’s primary business, which focuses on telecom service providers, is undergoing major product updates, including towards 5G, Fixed Wireless Access and towards network slicing. We have published about these topics in other posts relating to
- [Cisco's New Catalyst 9800-CL Wireless Controller Signals A Shift Towards Cloud-Managed](https://650group.com/blog/ciscos-new-catalyst-9800-cl-wireless-controller-signals-a-shift-towards-cloud-managed/) - On November 13, 2018, Cisco announced its new Catalyst 9800 Wireless Controller. With this announcement, Cisco now enables large enterprises to manage their WLAN networks from the cloud. This announcement has several components to it that are interesting. Available C4Q18 The 9800 runs Cisco IOS XE The 9800 can be run: 'on premise' (similar to
- [WDC Analyst Meeting Update; reiterating the 10x cost differential between HDD and Flash](https://650group.com/blog/wdc-analyst-meeting-update-reiterating-the-10x-cost-differential-between-hdd-and-flash/) - Western Digital Corporation, also known as WDC, held its investor meeting yesterday. We highlight four important disclosures: (a) it expects HDD to survive, despite flash's advantages, (b) WDC's plans to use RISC and launch a new memory interface, (c) an update on current business trends, and (d) the company's plans for its storage systems business.
- [Amazon Acquisition of eero Impacts Google, NETGEAR, Linksys, Ubiquiti and TP-Link](https://650group.com/blog/amazon-acquisition-of-eero-impacts-google-netgear-linksys-ubiquiti-and-tp-link/) - Today, Amazon announced that it will acquire eero, a consumer mesh WiFi equipment company that as of 3Q18 had 13% revenue share. In 3Q18, the consumer mesh WiFi market measured just over $150M, which was up just over 34% Y/Y. The number one player by revenue was NETGEAR in 3Q18, followed very closely by Google,
- [THOUGHTS from Extreme NEtworks analyst day](https://650group.com/blog/thoughts-from-extreme-networks-analyst-day/) - Today I attended the Extreme Analyst day at the NASDAQ in New York. Extreme’s 4Q18 switch revenue grew over 10% and in our preliminary view of 4Q18, it took share. The company highlighted over 30,000 customers and over 6,000 partners in a one-Extreme approach that has integrated the acquisitions of Avaya and Brocade. The company
- [MWC19 Was As much About Enterprise and Unlicensed as it was 5G](https://650group.com/blog/mwc19-was-as-much-about-enterprise-and-unlicensed-as-it-was-5g/) - We attended the Mobile World Congress last week in Barcelona along with an estimated 104,00 others from nearly every country in the world. We met with over 42 companies and nearly 200 people at the show and attended many press announcements. While most of the MWC19 headlines were about 5G, we were struck that much
- [Juniper announces plan to Acquire WLAN Vendor, Mist Systems](https://650group.com/blog/juniper-announces-plan-to-acquire-wlan-vendor-mist-systems/) - Juniper Networks announced plans to acquire Mist Systems for approximately $405M in cash. We think this deal makes sense for Juniper, who can now sell a key technology - WLAN - into its customer base of large and medium enterprises. Valuation of the deal probably fell a bit short of the expectations of some, but
- [Juniper's OFC Photonics announcement is a big deal](https://650group.com/blog/junipers-ofc-photonics-announcement-is-a-big-deal/) - Juniper made a significant announcement at OFC on the photonics front. It announced the launch of silicon photonics optics designed and built by Juniper. This is a big deal for the industry and for data center networking. To give some market background, as the market moves from 100 Gbps to 400 Gbps, and then beyond,
- [Microsoft open sources compression chip design at ocp](https://650group.com/blog/microsoft-open-sources-compression-chip-design-at-ocp/) - We witnessed two significant OCP Summit announcements: a) open sourcing of semiconductor design b) improved server system security. First, Microsoft announced a new compression standard called Project Zipline. The intellectual property for this compression is being made available as open source Verilog (RTL), which will allow others to program semiconductors like FGGAs. The claim is
- [Cisco's 802.11ax products](https://650group.com/blog/ciscos-80211ax-products/) - Cisco is in the 802.11ax market now, with two sets product products under each of its main brands. These are: Cisco Meraki MR45/55 and Cisco Catalyst 9100 Access Points. You cannot find these kinds of products on Amazon, but some are listed on CDW for instance. The Meraki products don't have the full set of
- [THOUGHTS ON Intel – Data Center Product Launch](https://650group.com/blog/thoughts-on-intel-data-center-product-launch/) - Today Intel had a major Data Center event in San Francisco. It was a multi-hour announcement showcasing all the different products Intel is/will be launching. Some interesting background that Intel talked about was that only 2% of worlds data has been analyzed and a 5G will be a major driver move compute to the edge. 
- [Aruba Atmosphere Was About SD-Branch, 802.11ax and 802.11ad](https://650group.com/blog/aruba-atmosphere-was-about-sd-branch-80211ax-and-80211ad/) - We attended the Aruba Atmosphere 2019 user conference in Las Vegas. What we learned was that Aruba had made solid progress since last year’s Atmosphere conference. It has delivered on 802.11ax, SD-Branch (and SD-WAN), AI/ML, and Zigbee/Bluetooth 5.0, and elements of the IoT market. The company also introduced a new access point that was not
- [Huawei's Chip Projects Front and Center at Analyst Summit (HAS2019)](https://650group.com/blog/huaweis-chip-projects-front-and-center-at-analyst-summit-has2019/) - Huawei hosted 700 analysts and media participants in Shenzhen China last week to attend its annual analyst summit, nick-named HAS2019. The company's high-level message was simple - the company is an innovator and is moving down the stack into semiconductors and is partnering with and funding university projects to develop basic research. This year’s message
- [Ribbon Perspectives 2019 Conference UPdate - Transitioning to Analytics & Data Markets](https://650group.com/blog/ribbon-perspectives-2019-conference-update-transitioning-to-analytics-data-markets/) - The main message of Ribbon keynotes was that Ribbon has moved from a voice and SBC focus to a broader scope including data and analytics, such as UCaaS, Security-as-a-Service, Service Assurance-as-a-Service, SIP Trunking-as-a-Service, SD-WAN, and analytics. The company identified two major catalysts to the change in company scope: the August 2018 acquisition of enterprise SBC
- [Huawei's revenues are at risk as US puts Chinese Tech giant on its "Entity List"](https://650group.com/blog/huaweis-revenues-are-at-risk-as-us-puts-chinese-tech-giant-on-its-entity-list/) - According to news reports and press and social media announcements by high-ranking members of US government, the US government has put Huawei on its so-called "Entity List" of the Bureau of Industry and Security (BIS). Our read on this is it similar to what happened with ZTE during C2Q18 last year, a move that severely curtailed ZTE's shipments and revenue until
- [Keysight World San Francisco Update on 5G and Pervasive Ethernet](https://650group.com/blog/keysight-world-san-francisco-update-on-5g-and-pervasive-ethernet/) - ​We attended media briefings at the Keysight World conference held near San Francisco, California, yesterday. Keysight World San Francisco showed a more integrated Ixia as well as a further push towards 5G, automotive and energy, and data center and telecom. Much of the companies conversations during the event related to synergies between these technologies. Such as
- [open19 summit - The Foundation expects 2019 to be the year of deployments](https://650group.com/blog/open19-summit-the-foundation-expects-2019-to-be-the-year-of-deployments/) - We attended the Open19 Foundation Summit 2019 in San Jose, CA. The key message of the leadership team of the Foundation was that it expects 2019 to be the year where Open19 systems begin shipping. Yuval Bachar, President of the Foundation explained that there are 8-10 companies that are deploying or seriously considering, including two mega
- [New Data center switches spell new possibilities](https://650group.com/blog/new-data-center-switches-spell-new-possibilities/) - Mellanox and Arista May Announcements New Switches & Routers Spell New Possibilities The hyperscale, cloud and hyper converged industry — despite a pause in data center equipment growth in Q1, as we reported last week— saw two major Ethernet product announcements so far this month. Both new platforms, announced by Mellanox and Arista respectively, are supercharged
- [400 Gbps – Security is Pivotal as Speeds in the Data Center Move Beyond 100 Gbps](https://650group.com/blog/400-gbps-security-is-pivotal-as-speeds-in-the-data-center-move-beyond-100-gbps/) - MACSec Helps Pave the Way to End-to-End Data Security As consumers and businesses put more data in the Cloud, the importance of securing that data increases. In just the last year, we have seen advanced threats and attacks by various entities to hack into that data and hyperscalers push back with both public and private
- [Extreme Acquiring The Last Pure-Play Enterprise WLAN Company, Aerohive](https://650group.com/blog/extreme-acquiring-the-last-pure-play-enterprise-wlan-company-aerohive/) - Extreme Networks announced plans to acquire Aerohive, which has most of its revenues in Enterprise WLAN. The deal was a surprise, as evidenced by the 40% price premium paid on on HIVE. After this deal closes, Extreme's WLAN business will be the combination of three WLAN businesses - the traditional WLAN business from Enterasys (Ottawa
- [Huawei 1H19 Results Strong; Still Growing After Entity List Event](https://650group.com/blog/huawei-1h19-results-strong-still-growing-after-entity-list-event/) - Today, Huawei announced 1H19 results were CNY401.3B, up 23.2% Y/Y. Carrier business 1H19 revenues were CNY146.5B, with 50 commercial 5G contracts and shipments of more than 150,000 base stations. Enterprise 1H19 revenues were CNY31.6B. Consumer Business 1H19 revenues were CNY220.8B, with 118M smartphone units, up 24% Y/Y. The company said "revenue grew fast up through
- [2Q19 Huawei Ethernet Switch Results remain resilient and show robust growth in Europe](https://650group.com/blog/2q19-huawei-ethernet-switch-results-remain-resilient-and-show-robust-growth-in-europe/) - Huawei had record European revenue in 2Q19 for the Ethernet Switch market. Both Data Center Switching and Campus Switching showed strong performance in Europe in the quarter despite the ongoing trade war. On an overall basis, Huawei’s Ethernet Switch results were flat Y/Y. China results for the company were down slightly Y/Y, but we note
- [Cambium acquires Xirrus, further consolidating the Enterprise Wireless LAN market](https://650group.com/blog/cambium-acquires-xirrus-further-consolidating-the-enterprise-wireless-lan-market/) - On August 8, 2019, publicly-traded Cambium announced that it had completed the acquisition of the Xirrus products and cloud services from privately-held Riverbed Technology, Inc. Xirrus has been a vendor in the Enterprise WLAN market for a while now and has been associated with its high-performance enterprise-class WLAN products as well as its cloud-managed services. 
- [Qualcomm Wi-Fi 6 Event Wrap-up](https://650group.com/blog/qualcomm-wi-fi-6-event-wrap-up/) - We attended the Qualcomm Wi-Fi 6 event held in San Francisco today. Representatives from partner companies who attended included HPE Aruba, Cisco, Commscope, Boingo, Netgear, Rivet Networks, AMD, and Microsoft. The principal announcement at the event was that Qualcomm announced its Networking Pro Series Platforms which are focused on Wi-Fi 6 capabilities, semiconductor systems which are in
- [650 Group to deliver keynote presentation on open source network market at onf connect '19](https://650group.com/blog/650-group-to-deliver-keynote-presentation-on-open-source-network-market-at-onf-connect-19/) - Chris DePuy, founding analyst for 650 Group will deliver the ONF Connect Friday keynote: CORD TAM Research Update at ONF Connect 2019 happening Sept 10-13th in Silicon Valley. Telecom operators including AT&T, Comcast, DT and Comcast, along with big cloud providers like Google Cloud, are participating in the Open Source network infrastructure movement. They are
- [Comcast Business update – Moving up the stack](https://650group.com/blog/comcast-business-update-moving-up-the-stack/) - We attended the Comcast Business analyst event in Philadelphia. We find the Business Services part of Comcast is interesting, and so do customers, because it is growing rapidly. It installs a “new Ethernet every four minutes,” and has “40-45K installs per month.” The company shared with the audience that it is expanding the breadth of
- [Apple launches iPhones with Wi-Fi 6](https://650group.com/blog/apple-launches-iphones-with-wi-fi-6/) - For those of us who participate in the WLAN infrastructure industry, Apple's product releases are important. Today, at the iPhone 11 product launch, we saw Apple place very little emphasis on WiFi capabilities of the new iPhones. But, based on a slide showing various new features about the new iPhones, the new phones use Wi-Fi
- [Juniper Networks - Reinvigorating the Enterprise](https://650group.com/blog/juniper-networks-reinvigorating-the-enterprise/) - Juniper held its industry analyst day last week to present its strategy update to the market; the company wants to change networking for the cloud era. The company reiterated its commitment to three customer types: cloud provider, service provider, and enterprise. The company is making investments to take advantage of multiple technologies: 400 Gbps, 5G,
- [CBRS Alliance event marks the launch of OnGo and Initial Commercial Deployment](https://650group.com/blog/cbrs-alliance-event-marks-the-launch-of-ongo-and-initial-commercial-deployment/) - ​We attended the CBRS Alliance event in Washington DC today, and by our rough estimate, about 350-400 people were in attendance representing groups such as regulators, legislators, lawyers, technology vendors, property owners, service providers, investors, media and analysts. We were impressed with the widespread interest in the new shared spectrum technology and services running in
- [5G Americas conference: unlicensed spectrum highlight](https://650group.com/blog/5g-americas-conference-unlicensed-spectrum-highlight/) - ​We attended the operator and vendor consortium of 5G Americas. The themes of the show were: 5G, spectrum, cell siting, Asia-Pacific operator progress. For the second time in the past couple weeks, we saw FCC Commissioner Michael O'Reilly present, and his key messages were similar both times, focusing on CBRS, C-Band and 6 GHz. In
- [HPE Aruba’s New CX6300/6400 Switches Usher in Next Generation Campus Networks](https://650group.com/blog/hpe-arubas-new-cx63006400-switches-usher-in-next-generation-campus-networks/) - Aruba, a Hewlett Packard Enterprise company’s new CX 6300/6400 switch launch was significant for the industry. The launch ushered in next-generation enterprise switches at the second-largest vendor in the world using its custom, 7th generation ASICs, along with updates to the operating system. HPE Aruba’s products are high-end, clearly targeting large enterprises. By offering one
- [Mobile World Congress Americas Themes: ORAN, CBRS and Unlicsned](https://650group.com/blog/mobile-world-congress-americas-themes-oran-cbrs-and-unlicsned/) - ORAN and CBRS were the main themes at Mobile World Congress Americas, held in Los Angeles. I have to say, though, that unlicensed was the third most important theme, though it will emerge to the main stage in future years. ORAN encompasses several topics woven together. ORAN is a set of common interfaces that describe
- [Mavenir Expanding Rapidly TO Support its Radio Efforts](https://650group.com/blog/mavenir-expanding-rapidly-to-support-its-radio-efforts/) - We attended the Mavenir analyst meeting last week. The company has made progress in developing its radio products, while at the same time it has grown revenues approximately 15% this year and bookings are estimated to reach $510M this year. The company expects to achieve a 28% EBITDA margin this year, greater than last year’s
- [WiFiNOW London conference themes were WiFi-6, 6 GHz and 802.11ah](https://650group.com/blog/wifinow-london-conference-themes-were-wifi-6-6-ghz-and-80211ah/) - Big themes at the show were WiFi-6, 6 GHz, and 802.11ah. We share some comments about the following organizations: WiFi Alliance, Commscope, Newracomm, Celeno, Cambium, Juniper Networks, On Semiconductor, Extreme Networks, Webb Search, Facebook, UK's Ofcom, Huawei, and 650 Group. The WiFi Alliance and a handful of other speakers commented that WiFi-6 has lower latency
- [Nokia Analyst Meeting: an Enterprise Focus](https://650group.com/blog/nokia-analyst-meeting-an-enterprise-focus/) - Last week, at Nokia's analyst meeting in Helsinki, it discussed its achievements and its challenges. The company’s successes include its traction and product introductions on the enterprise market, its market traction in selling Nokia’s end-to-end portfolio, and its 5G market momentum. Management reiterated that Nokia has signed 50 5G deals and its products are involved
- [Amazon Shows Off Chip Advancements in Day 1 of Re:Invent](https://650group.com/blog/amazon-shows-off-chip-advancements-in-day-1-of-reinvent/) - Today, Amazon kicked off AWS Re:Invent with the Andy Jassy keynote. We were impressed to see David M. Solomon, CEO of Goldman Sachs, on stage, talking about how the Apple credit card was built on top of AWS. The claim that it could not launch a card like that without the Cloud was interested. On
- [Wi-Fi 6E in 2020](https://650group.com/blog/wi-fi-6e-in-2020/) - We expect that Wi-Fi 6E products to hit the market as soon as 3Q20 in the US and by 4Q20 in Europe. The appeal of these new 802.11ax products is that they operate not just in 2.4 GHz and 5 GHz, as 802.11ac products have, but now add 6 GHz spectrum support. The US products
- [Federated Wireless Enters Managed Services Market](https://650group.com/blog/federated-wireless-enters-managed-services-market/) - Federated Wireless announced that it will offer a managed service that will be offered to enterprises that plan to operate private cellular networks (both 4G and 5G). For companies to use Citizens Broadband Radio Service (CBRS) spectrum (3.5 GHz) in the US market, a service provider called a SAS is required; Federated is a pioneer
- [Cisco’s many MWC announcements include a system to unify WiFi, LTE, CBRS, 5G called Unified Domain Center](https://650group.com/blog/ciscos-many-mwc-announcements-include-a-system-to-unify-wifi-lte-cbrs-5g-called-unified-domain-center/) - We review the new announcements Cisco made public for the now-cancelled MWC20 show, and they are: BNG on unified control plane, Unified Domain Center-to-DNA Center interoperation, IoT Control Center, SP Services Edge (CDN), new Open RAN partners, NCS 540 router with CPRI support, and Crosswork automation platform. Since MWC is a show primarily focused on
- [Qualcomm MWC20 announcements include Updates on 5G, Wi-Fi 6E and mmWave](https://650group.com/blog/qualcomm-mwc20-announcements-include-updates-on-5g-wi-fi-6e-and-mmwave/) - Qualcomm made many wireless-related announcements today from its San Diego, CA headquarters, in place of making a presentation at #MWC20 in Barcelona. Top announcements included its FSM100xx 5G small cell chips customer announcements, RF-chip availability, Wi-Fi 6E demonstrations, and 5G smartphone customer announcements. ​ FSM100xx 5G RAN endorsements. Qualcomm announced its FSM 5G RAN platform
- [Active Electrical Cables (AEC) Becoming an Important Part of Data Center Architectures](https://650group.com/blog/active-electrical-cables-aec-becoming-an-important-part-of-data-center-architectures/) - Cloud providers are rapidly evolving their network topology architectures as they move towards 400 Gbps and beyond. One trend resonating across the industry is the move towards CLOS switch rack or Distributed Disaggregated Chassis (DDC) topologies and the use of copper above the server access layer. However, the distances DAC can serve continue to shrink
- [Aruba Air Pass Enables 5G Mobile Operators To Extend Coverage to Enterprises by Using Wi-Fi](https://650group.com/blog/aruba-air-pass-enables-5g-mobile-operators-to-extend-coverage-to-enterprises-by-using-wi-fi/) - Today, HPE Aruba announced its Aruba Air Pass cloud service that allows for a hand-off between cellular and Wi-Fi networks. The service is enabled by Passpoint, which is a standard created by the Wi-Fi Alliance. The idea is that a mobile operator customer can go into a building with Wi-Fi coverage and, without having to "log on"
- [Federated Wireless Announces 6 GHz AFC Service](https://650group.com/blog/federated-wireless-announces-6-ghz-afc-service/) - Federated Wireless, a pioneer in the CBRS SAS market, just announced its plans for an AFC for the upcoming 6 GHz spectrum in the US market. The company expects that 6 GHz products and its AFC to be commercially available sometime in 2021, and potentially as early as late 2020. For those who are unfamiliar
- [Microsoft Acquires Telecom Core Specialist Affirmed Networks](https://650group.com/blog/microsoft-acquires-telecom-core-specialist-affirmed-networks/) - Microsoft announced that it had acquired privately-held Affirmed Networks today. This isn't the first software/services based telecom acquisition it has made, with the 2011 acquisition of Skype being the most prominent one. Other competitors to Microsoft have made forays into the telecom market, including Facebook's 2014 purchase of WhatsApp, Oracle's 2013 acquisitions of Tekelec and Acme
- [Six Groups of Companies That Benefit From FCC's Vote To Open Up 6 GHz](https://650group.com/blog/six-groups-of-companies-that-benefit-from-fccs-vote-to-open-up-6-ghz/) - Today's big news from the FCC is that it will open up 6 GHz to Wi-Fi and other unlicensed uses. The FCC authorizes "1,200 megahertz of spectrum in the 6 GHz band (5.925–7.125 GHz) available for unlicensed use," and further explains that it authorizes "standard-power devices in 850 megahertz in the 6 GHz band. An automated frequency
- [Innovium’s TERALYNX 8 kicks off 112 Gbps SERDES Generation of Networking Products](https://650group.com/blog/innoviums-teralynx-8-kicks-off-112-gbps-serdes-generation-of-networking-products/) - 112 Gbps is one of the most important building blocks for Ethernet Switching, and networking in general, for this decade and today Innovium announced a 25.6 Tbps ASIC based on the technology. 650 Group has been forecasting 112 Gbps in our reports for over three years and are excited to see the market getting ready
- [Microsoft Intends to Become The Alternative to Telecom Infrastructure with the Metaswitch Acquisition](https://650group.com/blog/microsoft-intends-to-become-the-alternative-to-telecom-infrastructure-with-the-metaswitch-acquisition/) - Microsoft announced that it will acquire Metaswitch, a telecom core software company with deep expertise in IMS Core, automation, containers and cloud-native telecom systems. The acquisition will complement Microsoft's previously-announced acquisition (April 2020) of packet core and IoT software specialist, Affirmed Networks. Microsoft is positioning itself to become a viable alternative to in-house-built telecommunications core
- [huawei Provides 2020 meeting Update](https://650group.com/blog/huawei-has2020-meeting-update/) - The big ideas unveiled at the conference were twofold. First, Huawei is promoting worldwide open standards as a counter to the likelihood that if it gets cut off from US-influenced technology, it may have to create its own, non-standard technology. Second, the company is promoting “F5G,” which is “fixed 5G,” or a global standard for
- [Contact Tracing Using Wi-Fi and Bluetooth to reduce risk as Employees Return to Work](https://650group.com/blog/contract-tracing-using-wi-fi-and-bluetooth-to-reduce-risk-as-employees-return-to-work/) - On May 28, 2020, we published a paper that shows our thoughts on the importance of using contract tracing, hotspot tracking, and other services that can decrease the risk to employees who are returning to work after companies open up their doors. Please download this paper for more information. 650_group_may_28_2020_contact_tracing.pdf File Size: 615 kb File
- [HPE Aruba Networks #ATMDigital conference wrap-up](https://650group.com/blog/hpe-aruba-networks-atmdigital-conference-wrap-up/) - Throughout the years, I’ve attended Aruba’s Atmosphere conferences. This year, I missed the in-person connections of the previous years, but Aruba did a great job transitioning over to a virtual event with engaging content…and some green screens. At Aruba’s user conference, Atmosphere, the company informed attendees of its new single-pane, cloud-native platform called ESP. We
- [Network Deployments of MACsec ARE Expanding Inside and Between Data  Centers as more Links and Security Concerns are Driving Encryption at  All Layers of the Network](https://650group.com/blog/network-deployments-of-macsec-is-expanding-inside-and-between-data-centers-as-more-links-and-security-concerns-are-driving-encryption-at-all-layers-of-the-network/) - Every day consumers put more data in the Cloud and enterprises increase their utilization of Cloud services to conduct business. The Cloud and the digital content it holds continue to make up an increasing portion of the world's economy - even more so with COVID-19 causing a rapid shift and acceleration in digital transformation projects
- [Microsoft Acquires CyberX Labs and Enters the IoT/OT network Security Market](https://650group.com/blog/microsoft-acquires-cyberx-labs-and-enters-the-iotot-network-security-market/) - Microsoft acquired Israeli startup, CyberX Labs today in a move that gets Microsoft Azure into the IoT security market. We have been tracking CyberX for a couple years and have generally categorized it as an emerging player in the Operational Technology Access Control (OTAC) market. More recently, it has smartly repositioned itself as an IoT
- [Cisco Joins the 25.6 Tbps ASIC club with new Cloud Scale ASIC](https://650group.com/blog/cisco-joins-the-256-tbps-asic-club-with-new-cloud-scale-asic/) - At Cisco Live, Cisco announced its next Cloud Scale ASIC. Specifically, it announced it's 25.6 Tbps (512x56G) ASIC for shipment in early 2021. Cisco became the third vendor to announce a 25.6 Tbps ASIC this year, which we see as a higher volume class of ASIC than 12.8 Tbps ASICs. At the same time, Cisco
- [Nokia Enters the Hyperscaler Switching Market with New Hardware Platform and Operating System](https://650group.com/blog/nokia-enters-the-hyperscaler-switching-market-with-new-hardware-platform-and-operating-system/) - Today, Nokia announced the company's entry into the Data Center Switching market with new hardware and an open Linux-based network operating system built from the ground-up to address the needs of hyperscalers. Similar to a startup approach, Nokia started in stealth and with an open whiteboard to create a brand new operating system, automation toolkit,
- [HPE Aruba's Purchase of Silver Peak Strengthens Edge and Branch Portfolio](https://650group.com/blog/hpe-arubas-purchase-of-silver-peak-strengthens-edge-and-branch-portfolio/) - Alan Weckel: This week, HPE Aruba announced its planned acquisition of Silver Peak for $925 million with an expected close date during HPE's fiscal 2020, so we expect the deal to close in calendar 4Q20. SD-WAN is becoming a battleground for vendors as an increasing portion of enterprises want single-pane and cloud-managed solutions for their
- [Our take On Ciena's Pluggables Strategy](https://650group.com/blog/our-take-on-cienas-pluggables-strategy/) - We attended two separate presentations made by Ciena last week and have reflected on the comments made by the company. In summary, Ciena advocated using both pluggables like ZR and ZR+ as well as high-performance optical transport systems (its main business) together to construct cost-effective networks. The mix and match recommendation serves Ciena well, in
- [And then there were 10 (RAN VEndors)](https://650group.com/blog/and-then-there-were-10-ran-vendors/) - Before the consolidation in the Mobile Radio Access Network (MRAN) market that occurred in the past decade during Huawei’s ascendancy, there were a dozen major RAN vendors. They included Motorola, Lucent, Alcatel, Siemens, Nokia, Ericsson, NEC, Fujitsu, Samsung, Nortel, Huawei and ZTE, and they hailed from the US, France, Germany, Finland, Sweden, Japan, Korea, Canada
- [Cloud Revenue Differs Greatly Between Search and IaaS as 2Q20 results Affirm 650 Group Forecast Projections](https://650group.com/blog/cloud-revenue-differs-greatly-between-search-and-iaas-as-2q20-results-affirm-650-group-forecast-projections/) - Over the next five days, we will highlight each of the US Hyperscalers and the results they had during 1H20 and 2Q20. Today we will start with the overall trends in the market. US Hyperscaler revenue grew 20% in 2Q20 compared to a year ago, setting a new record. US trade war activities, mainly against Huawei,
- [Google – Revenue Down Y/Y in Search While IaaS Shows Robust Growth](https://650group.com/blog/google-revenue-down-yy-in-search-while-iaas-shows-robust-growth/) - Google, the largest US Hyperscaler by revenue, reported Search and Social results that declined Y/Y for the first time while IaaS revenue grew nearly $1B Y/Y. We were a little surprised at Facebook’s robust growth compared to Google’s. Google’s results were in line with our overall expectations for Search and Social decline in 2020 as
- [Facebook – Robust Search and Social Revenue Growth Counter trend to  Overall Market](https://650group.com/blog/facebook-robust-search-and-social-revenue-growth-counter-trend-to-overall-market/) - Facebook revenue grew robustly in 2Q20, and its CAPEX guidance remained consistent for 2020 compared to previous revisions in the last two quarterly results. Facebook’s results were counter trend to our expectations that many advertisers would pull back spending do to COVID-19 based on lack of supply (no need to advertise consumer staples) or from
- [Microsoft – Different Clouds to Different People](https://650group.com/blog/microsoft-different-clouds-to-different-people/) - The only negative in Microsoft’s earnings in 2Q20 was Bing, expected based on consumer behavior trends. Azure continues to grow robustly as the company experiences supply constraints, just like everyone else in 2Q20. Over the next 4-6 quarters, we expect Project Jedi, the DoD’s Cloud project awarded in 2019 to Microsoft, to ramp up, which
- [Apple – Cloud Expansion, But Still Sub-Scale to the Other Four US Hyperscalers](https://650group.com/blog/apple-cloud-expansion-but-still-sub-scale-to-the-other-four-us-hyperscalers/) - Apple’s Cloud business remains locked between business models. Apple monetizes the Cloud portion via hardware sales with little direct revenue coming from Cloud services. While Apple announced a significant networking advancement with Nokia’s new data center switches, a substantial step in the right direction, we have yet to see a significant increase in organic data
- [AWS Dominance continues (650 Group cloud report)](https://650group.com/blog/aws-dominance-continues-650-group-cloud-report/) - AWS (Amazon Web Services) grew nearly 30% Y/Y, remarkable results for a $10B a quarter business. 650 Group enterprise interviews indicate that IaaS is the preferred platform for new application development in the new-normal COVID-19 world. We do expect at some point enterprises will move some of these workloads back to the premise, but don’t
- [Ubiquiti Networks June 2020 Quarter Review](https://650group.com/blog/ubiquiti-networks-june-2020-quarter-review/) - Like many companies that sell campus networking gear, Ubiquiti Networks saw a slowdown in 2Q20. Its Enterprise-related revenues grew only 4% Y/Y and were down 16% Q/Q. We reviewed the public material from its disclosures this morning, plus as we do during each of the quarters, we are making checks along the way because we
- [ONF’s New SD-RAN Project Boosts Open RAN](https://650group.com/blog/onfs-new-sd-ran-project-boosts-open-ran/) -  Activity surrounding Open RAN is hitting a fever pitch. We have been seeing accelerating operator and vendor announcements supporting Open RAN, and now the Open Networking Foundation has announced that it is launching SD-RAN to complement Open RAN. The plan for SD RAN is to open up critical portions of the RAN architecture, allowing both
- [Deutsche Telekom (DT) promoteS Open RAN and Wi-Fi 6 at ONF 5G SPOTLIGHT event](https://650group.com/blog/deutsche-telekom-dt-promotes-open-ran-and-wi-fi-6-at-onf-5g-spotlight-event/) - Alex Choi, SVP, Head of Strategy and Technology Innovation at Deutsche Telekom, presented at Day 2 joint keynote broadcast for ONF's Spotlight event on 5G and open source. He shared several comments about DT’s strategy that we thought were interesting and showed that the German telco is looking to break away from old ways of
- [An Update: Juniper’s Mistification Almost Complete](https://650group.com/blog/an-update-junipers-mistification-almost-complete/) - We attended a well-organized and information-packed virtual conference hosted by Juniper Networks last week. While there were many themes (400G, telco cloud, AI, Mist), the one that really came through was how much the Mist acquisition has reinvigorated the Juniper organization. About a year ago, Juniper made its acquisition of the Wi-Fi startup. It is
- [Ericsson's Cradlepoint Acquisition Poses Opportunities and Risks](https://650group.com/blog/ericssons-cradlepoint-acquisition-poses-opportunities-and-risks/) - Ericsson has served the mobile service provider industry well over the years. Most devices connected to its customers’ networks are mobile phones; this, however, is changing. Internet of Things (IoT) devices are entering the fray and provide an avenue for growth, as is the enterprise market. Additionally, Ericsson’s channels have mostly been to operators, at
- [Ethernet Data Center Interconnect (DCI) to Drive Significant Growth in the Ethernet Switch and Next-Generation Router Market](https://650group.com/blog/ethernet-data-center-interconnect-dci-to-drive-significant-growth-in-the-ethernet-switch-and-next-generation-router-market/) - Juniper led the Market in 1H20 and 2019 DCI has a different meaning for different customers and vendors. Ethernet DCI is a critical technology and enabler for Cloud customers to build data centers and transport data between them with lower-cost high-density router/switch platforms with pluggable modules. While DCI has been around for a long time
- [Nokia Fixed Networks Group Counting on 25G PON](https://650group.com/blog/nokia-fixed-networks-group-counting-on-25g-pon/) - Nokia reiterated its commitment to 25G PON in its two-day briefing with industry researchers this week. It also shared some interesting commentary about is progress with Fixed Wireless Access (FWA) and its consumer Wi-Fi devices. But, what makes Nokia’s 25G announcement so interesting is that there is significant controversy associated with the 25G standardization process;
- [The Future of Networks, From Edge to Cloud – Intel Webinar](https://650group.com/blog/the-future-of-networks-from-edge-to-cloud-intel-webinar/) - Today, Alan Weckel participated in Intel's webinar on how technology is changing from the edge to the cloud. It was clear working on this project that the data center is rapidly innovating to next-generation technologies to keep pace with data growth. How will networks for communication service providers (CoSPs), cloud service providers (CSPs), and enterprises
- [Juniper Enhances Enterprise Offering with Planned Acquisition of SD-WAN Company 128 Technology](https://650group.com/blog/juniper-enhances-enterprise-offering-with-planned-acquisition-of-sd-wan-company-128-technology/) - Today, Juniper announced its plans to acquire 128 Technology for $450 M. The deal is expected to close in calendar 4Q20. 128 Technology executives have a strong technology heritage from Acme Packet (SBC company acquired by Oracle). 128 Technology’s unique session-smart networking enables enterprise customers and service providers to create a user experience-centric fabric for
- [nokia strikes strategic collaboration with google cloud](https://650group.com/blog/nokia-strikes-strategic-collaboration-with-google-cloud/) - On October 14, 2020, Nokia and Google Cloud signed a strategic collaboration to transform Nokia’s digital infrastructure. We made inquiries to Nokia to learn more and had the opportunity to speak with Nokia’s Chief Digital Officer, Bhaskar Gorti, who is in charge of the relationship. Nokia’s move to Google Cloud is one of the first major policy
- [Semtech Made Several LoRa-Related Announcements to accelerate the Asset Tracking Market](https://650group.com/blog/semtech-made-several-lora-related-announcements-to-accelerate-the-asset-tracking-market/) - Last week, LoRa chip company, Semtech, made several announcements that should accelerate the IoT market. First, it announced LoRa Basics Modem-E, which is a software modem. Second, it announced relationships with IoT companies, Actility and Tago.IO that surround services that can be offered to drive the IoT market. Third, the company announced the LoRa Edge
- [Recap: ERICSSON capital markets day](https://650group.com/blog/recap-ericsson-capital-markets-day/) - 650 Group attended the company's recent showcase for investors. This blog will be a two part series. Part 1: In Summary: Management lowered Digital Services margin targets due to a revenue miss in 2020 as legacy systems dropped faster than expected, relative to what was communicated to investors a year ago. It expects to grow
- [Ericsson Capital Markets Day/ Part 2](https://650group.com/blog/ericsson-capital-markets-day-part-2/) - Ericsson Capital Markets Day Part Two: Networks summary: When asked how it took market share (North American has 53% share 2Q20, up 5% vs 2018), management pointed to having made more significant R&D investments in radio than competitors. It cited Dynamic spectrum Sharing and its cost-efficient radio-related ASICs as examples of valuable features to customers.
- [Rakuten Communications Platform update](https://650group.com/blog/rakuten-communications-platform-update/) - In conjunction with its recent Rakuten earnings call this week, Rakuten Mobile disclosed some more of its plans. This mobile operator is becoming a telecom vendor. Specifically, it said that “by expanding the Rakuten Communications Platform (RCP) globally, Rakuten aims to evolve from a Japan-headquartered tech company to a global leader in telecom.” We see
- [Disaggregated SP Router Market – Strong Market Adoption as we head into 2021](https://650group.com/blog/disaggregated-sp-router-market-strong-market-adoption-as-we-head-into-2021/) - Disaggregation has been around in the networking space for nearly a decade, especially in hyperscalers data center Ethernet Switches. The insatiable demand for bandwidth, control, and cost reductions drove the white box from the Google science project to the dominant consumption model for Ethernet Switching in the hyperscalers. The high-scale SP Router market has lagged. 
- [Aruba HPE Expands CX Data Center/Campus switch Lineup — Intros Fabric Composer](https://650group.com/blog/aruba-hpe-expands-cx-data-centercampus-switch-lineup-intros-fabric-composer/) - tAruba HPE has taken a forward thinking approach to data centers and virtualized infrastructure while rounding out its solutions. Extending Greenlake into the campus and extending Aruba into the data center. The company this week has added new entrants to its family of CX Ethernet switches for Leaf and Spine network deployments in addition to advanced
- [December 16th, 2020](https://650group.com/blog/december-16th-2020/)
- [650 Group Take: Juniper’s Announced AcQuisition of Apstra - A Move to Software, Day 2 Operations, Automation](https://650group.com/blog/650-group-take-junipers-announced-acquisition-of-apstra-a-move-to-software-day-2-operations-automation/) - On December 7th, Juniper’s announced its plan to acquire Apstra. The deal is expected to close in 1H'20. Apstra, founded 2014, boasts numerous customer success stories in large enterprises, service providers, and even reaches into the mid-sized customer segment. Cutting down complexity by automating data center operations is an immediate challenge that many customers need
- [650 Group Interview about 60 Ghz Wireless Market and a Follow-Up about Throughput and Range](https://650group.com/blog/650-group-interview-about-60-ghz-wireless-market-and-a-follow-up-about-throughput-and-range/) - Yesterday, analyst Chris DePuy joined Water Tower Research analyst John Roy in a discussion about the 60 GHz wireless market. If you want to learn more about this emerging market, please listen in to this 30 minute interview about 60 GHz. During the interview, John asked Chris about how fast and far 60 GHz systems
- [At NVidia GTC Keynote - Jensen UnleashES Years' Worth of Announcements in One Session](https://650group.com/blog/at-nvidia-gtc-keynote-jensen-unleashes-years-worth-of-announcements-in-one-session/) - NVidia Announcements impact every industry, and every company in the world Today's GTC keynote by Jensen unleashed significant enhancements across the NVidia portfolio. NVidia did an excellent job of discussing verticals and giving examples with the company, clearly positioning itself as a leader in the data center space with expertise in ASIC development. A clear
- [Multi-source Solutions Strategy to Address Semiconductor Shortage Situation](https://650group.com/blog/multi-source-solutions-strategy-to-address-semiconductor-shortage-situation/) - 650 Group offers thoughts on the state of the global semiconductor industry. Semiconductor shortages continue to make headlines impacting almost every industry from automotive, healthcare, consumer, and into all aspects of the data center. Semiconductor shortages have their roots in 2020, with COVID-19 causing a lack of investment in new capacity as well as a
- [Rakuten Mobile Reveals Future plans](https://650group.com/blog/rakuten-mobile-reveals-future-plans/) - In a briefing with Rakuten Mobile today, we learned two neat things: It is experimenting with 3GPP on satellite, and it hopes to announced a full-stack Rakuten Communications Platform (RCP) customer as early as next quarter. The company also shared some plans that it has for improving coverage to 96% by the end of the
- [Secure Access Service Edge (SASE) Market to Grow Over 500% by 2025; According to 650 Group](https://650group.com/press-releases/secure-access-service-edge-sase-market-to-grow-over-500-by-2025-according-to-650-group/) - Software-Defined Wide Area Network (SD-WAN) and Security as a Service Will Drive SASE INCLINE VILLAGE, Nevada, Feb. 10, 2021 - According to a new report published by 650 Group, titled Secure Access Service Edge (SASE) Forecast and Research Report 2020-2025, the size of the market is predicted to grow by more than a factor of
- [The SASE Market Is Poised For Growth](https://650group.com/blog/the-sase-market-is-poised-for-growth/) - This week, we published our Secure Access Service Edge (SASE) Forecast and Research report, a deep analysis on the market, the key players, and the opportunity that lies ahead for it. We expect SASE revenue to grow more than 500% by 2025. As a result of strong market growth, we also expect a tremendous opportunity
- [Extreme Networks Investor Day Highlighted Cloud-Managed and 5G Themes](https://650group.com/blog/extreme-networks-investor-day-highlighted-cloud-managed-and-5g-themes/) - Extreme Networks held its investor day and highlighted multiple themes. The company highlighted its Networking-focused Cloud-management capabilities, its large addressable market, how the company can benefit from the 5G market and its pivot to growth markets. CEO Ed Meyercord addressed Cloud, 5G and artificial intelligence themes. For us, we thought that Extreme's focus on 5G
- [Cisco Live Event Features Observability, Network-as-a-Service, SASE](https://650group.com/blog/cisco-live-event-features-observability-network-as-a-service-sase/) - Cisco's customer event, Cisco Live (virtual), is underway, and the company made many announcements. We are emphasizing what we think are the most relevant, which include Observability capabilities, Network as a Service (NaaS), and SASE. Here is a rundown of what we learned about today. Core portfolio (includes Campus Ethernet Switches, Wireless LAN). Observability. DNA
- [GeoLinks’ acquisition of 28 GHz mmWave spectrum from Verizon](https://650group.com/blog/geolinks-acquisition-of-28-ghz-mmwave-spectrum-from-verizon/) - ​We had the opportunity to speak with an exciting Internet Service Provider (ISP) called GeoLinks today. Skyler Ditchfield, the CEO, shared his thoughts on the recent spectrum acquisition from Verizon and how it will change the company’s addressable market. We think what GeoLinks has done with this spectrum acquisition is interesting because this is a
- [Huawei Analyst Summit 2021 Keynote Highlights](https://650group.com/blog/huawei-analyst-summit-2021-keynote-highlights/) - In the keynote session of Huawei Analyst Summit 2021, there was a big focus on chip availability, both in prepared remarks and from questions fielded from the audience. Huawei Deputy Chairman, Eric Xu, as he has done in past years, answered questions from the audience. Huawei reiterated that it has enough B2B-focused chips, consistent with
- [Aruba Atmosphere 2021 – “Journey to the Edge”](https://650group.com/blog/aruba-atmosphere-2021-journey-to-the-edge/) - Each year, Aruba, a Hewlett Packard Enterprise company has its Atmosphere conference. This year the conference theme was “Journey to the Edge.” However, this year was also much different from previous conferences because Aruba completed the acquisition of Silver Peak last September. As a result of the acquisition, the conference had a significant focus on
- [Implications of the DISH / AWS Announcement](https://650group.com/blog/implications-of-the-dish-aws-announcement/) - On April 21, 2021, DISH, the fourth wireless operator in the US market, and hyperscaler Amazon Web Services (AWS) announced plans to work together, whereby DISH will leverage AWS infrastructure and services to build a cloud-based 5G Open Radio Access Network. The DISH/AWS announcement is important because this is the first 5G Radio/hyperscaler deal –
- [New 650 Group Cloud Report:  IaaS Generated $200,000 in Revenue Every  Minute of 2020 as Amazon AWS, Microsoft Azure, and Google GCP Outpaced  the Overall Market](https://650group.com/press-releases/new-650-group-cloud-report-iaas-generated-200000-in-revenue-every-minute-of-2020-as-amazon-aws-microsoft-azure-and-google-gcp-outpaced-the-overall-market/) - Profits Remain Elusive as Cloud Providers Target Revenue Growth over Profitability INCLINE VILLAGE, NV, Feb. 22, 2021 - According to a new report published by 650 Group, titled: IaaS Hyperscaler SWOT Report 2020-2025, IaaS revenue grew to over $100 B in 2020 and $50 B in Capital Expenditures for data center equipment (servers, storage, networking)
- [650 Group Report: Multi-Cloud to Drive Significant Workload Growth; Workloads FORECAST TO IncreasE Nearly 500% by 2025](https://650group.com/press-releases/650-group-report-multi-cloud-to-drive-significant-workload-growth-during-with-workloads-increasing-nearly-500-by-2025/) - Colocation Providers Have a Key Role in Enterprise Deployment as Well as Future AI and ML Workloads INCLINE VILLAGE, NEV. Feb. 3, 2021 - According to a new report published by 650 Group, titled Workloads and Multi-Cloud Forecast 2020-2025, the worldwide number of workloads being deployed will increase nearly 500% by 2025. Workloads continue to
- [Industrial Ethernet Switching Forecasted to Outpace Data Center Switching & Campus Switching Markets Over Next 5 Years](https://650group.com/press-releases/industrial-ethernet-switching-forecasted-to-outpace-data-center-switching-campus-switching-markets-over-next-5-years/) - 650 Group Reports that Managed Hardened and Industrial Switching to Triple and Make Up Increasing Portion of Campus Switching Offerings by 2025 INCLINE VILLAGE, NEVADA, Jan. 26, 2021 -- According to a new report published by 650 Group, titled Industrial Switching Forecast 2020-2025, the worldwide Managed Industrial Switching market will nearly triple revenues to approach
- [Disaggregated Router Market to Grow In Excess of 50% Per Year Over Next Five Years](https://650group.com/press-releases/disaggregated-router-market-to-grow-in-excess-of-50-per-year-over-next-five-years/) - 650 Group issues a new report on the Disaggregated Router Market. This market is expected to grow in excess of 50% per year over the next five years. The development of software-based routing technology that can be sold separately from routing hardware has spawned the Disaggregated Routing market, causing soaring growth.” — Alan Weckel INCLINE
- [US Hyperscalers Set Cloud Revenue and CAPEX Records in 2Q’20](https://650group.com/press-releases/us-hyperscalers-set-cloud-revenue-and-capex-records-in-2q20/) - Enterprise and Consumer’s Use of Cloud Resources Changing to the New Normal because of COVID-19 PORTOLA VALLEY, Calif. Aug. 5, 2020 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 11% Y/Y in 2Q’20 while the supply chain for Data Center Equipment into Hyperscalers
- [Cloud Providers Evaluating Multi-Vendor Solutions for 400 Gbps Connectivity, According to 650 Group](https://650group.com/press-releases/cloud-providers-evaluating-multi-vendor-solutions-for-400-gbps-connectivity-according-to-650-group/) - ASIC Diversity at the Leaf/Spine and DCI Core Key to 400 Gbps at Apple, AWS, Facebook, Google and Microsoft Azure PORTOLA VALLEY, Calif.– June 22, 2020 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the ASIC segment of the data
- [Wi-Fi 7 and Wi-Fi 6E Enterprise Wireless LAN Market Forecast Exceeds $4B in the Next Five Years ACCORDING TO 650 GROUP](https://650group.com/press-releases/wi-fi-7-and-wi-fi-6e-enterprise-wireless-lan-market-forecast-exceeds-4b-in-the-next-five-years-according-to-650-group/) - New Enterprise WLAN Forecast Consistent with Previous Projections for 2020 PORTOLA VALLEY, Calif. June 1, 2020 — According to a newly released WLAN market report issued by 650 Group, revenues of the Enterprise Plus Outdoor Wireless LAN market declined 3%. 650 Group expects full-year 2020 revenues to decline, and following that, the market will rebound.
- [Ethernet Switch Market Contracts to $7B in 1Q20, According to 650 Group](https://650group.com/press-releases/ethernet-switch-market-contracts-to-7b-in-1q20-according-to-650-group/) - COVID-19 Hits Supply Chain; Demand Varies Based on Vertical and Geography PORTOLA VALLEY, Calif – May 27, 2020 – A newly released report by 650 Group, a leading market intelligence research firm for communications, data center, and cloud markets, indicates that the Ethernet Switch Market declined nearly 10% Y/Y on weak campus and data center
- [Q1’20 Data Center Equipment CAPEX for the US Hyperscalers Take Different Directions as World Changes Consumption Models](https://650group.com/press-releases/q120-data-center-equipment-capex-for-the-us-hyperscalers-take-different-directions-as-world-changes-consumption-models/) - Surge Spending and Different Usage Patterns Change 2020 and 2021 CAPEX Trends PORTOLA VALLEY, Calif. May 5, 2020 — According to a newly released report issued by founding analysts of 650 Group, the US Hyperscaler Cloud market revenue grew 20% Y/Y in Q1’20 while CAPEX used for Data Center Equipment grew unevenly during the same
- [650 Group Forecasts the Enterprise Wi-Fi 6E Market to Exceed $1B by 2025](https://650group.com/press-releases/650-group-forecasts-the-enterprise-wi-fi-6e-market-to-exceed-1b-by-2025/) - Recent FCC Ruling Opens Door to Expanded Spectrum and Capacity Boosted by 3-4X of Standard Wi-Fi Leading to Growth Opportunities PORTOLA VALLEY, Calif. April 23, 2020 — According to a new forecast report issued by 650 Group, revenues for the Wi-Fi 6E-based Enterprise + Outdoor Wireless LAN market will exceed $1B by 2025. Additionally, the consumer WLAN
- [650 Group reports THAT ENTERpRISE WIRELESS LAN DECLINED 3% Y/y in 4q 2019](https://650group.com/press-releases/650-group-reports-that-enterprise-wireless-lan-declined-3-yy-in-4q-2019/) - 2020 Market Forecast Reduced to Reflect Health Crisis PORTOLA VALLEY, Calif. April 2, 2020 — According to a newly released report issued by 650 Group, revenues of the Enterprise Plus Outdoor Wireless LAN market declined 3%. For the full year 2019, Enterprise Plus Outdoor Wireless LAN was flat, following very strong 2018 results. “The WLAN
- [OPtical network revenues grow 5% y/y as hyperscaler customers lead growth](https://650group.com/press-releases/optical-network-revenues-grow-5-yy-as-hyperscaler-customers-lead-growth/) - Leading Vendors Experiencing Growth Included Ciena, Infinera, Nokia, and ZTE PORTOLA VALLEY, Calif., March 17, 2020 -A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Optical Transport Network market revenues increased 5% Y/Y in 4Q19. Revenues in four of the six
- [650 Group Finds Data Center Equipment CAPEX for the US Hyperscalers Grows 10% Y/Y in 3Q19](https://650group.com/press-releases/650-group-finds-data-center-equipment-capex-for-the-us-hyperscalers-grows-10-yy-in-3q19/) - Significant Shift in Buying Patterns of the Tier Two Cloud Causes Massive Fluctuations in the Supply Chain PORTOLA VALLEY, Calif. Nov. 7, 2019 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 26% Y/Y in 3Q19 while CAPEX used for DC Equipment grew with mid-teen
- [650 Group Research Focuses on Telecom’s $490B Open Source Network Opportunities](https://650group.com/press-releases/650-group-research-focuses-on-telecoms-490b-open-source-network-opportunities/) - Early Findings Presented today at ONF Connect in Silicon ValleySANTA CLARA, Calif. Sept. 13, 2019 — As presented today in a keynote session at the ONF Connect 2019 conference, attended by operators AT&T, Google, Deutsche Telekom, Telefonica and NTT in Santa Clara, a founding analyst of 650 Group presented on the Total Addressable Market (TAM)
- [IoT and AI will Drive Further WLAN Growth; 802.11ax WLAN infrastructure market shows 5% Y/Y growth Following a Period of Acquisitions, According to 650 Group](https://650group.com/press-releases/iot-and-ai-will-drive-further-wlan-growth-80211ax-wlan-infrastructure-market-shows-5-yy-growth-following-a-period-of-acquisitions-according-to-650-group/) - PORTOLA VALLEY, Calif. – Sept. 10, 2019 – A newly released report by 650 Group reveals 5% Y/Y revenue growth in the Enterprise plus Outdoor Wireless LAN market with a strong rebound in China, reversing a -4% decline into a 10% gain Y/Y. Emerging 802.11ax technology has shaped the future of the industry as vendors respond to
- [Data Center Equipment CAPEX for the US Hyperscalers Returns to Growth  in 2Q19; Commodity Price Declines Remain in Compute and Storage while  Networking Grows Robustly](https://650group.com/press-releases/data-center-equipment-capex-for-the-us-hyperscalers-returns-to-growth-in-2q19-commodity-price-declines-remain-in-compute-and-storage-while-networking-grows-robustly/) - PORTOLA VALLEY, Calif. August 8, 2019 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 25% Y/Y in 2Q19 while CAPEX used for DC Equipment returned to growth with mid-teen Y/Y results. 650 Group’s Cloud Report covers Colocation, IaaS, SaaS, and Search & Social. 2Q19 Highlights:
- [Impact to the Supply Chain From the Trade War Varying Greatly Amongst Suppliers, According to 650 Group](https://650group.com/press-releases/impact-to-the-supply-chain-from-the-trade-war-varying-greatly-amongst-suppliers-according-to-650-group/) - 1Q19 Results and 2Q19 Forecast Very Different in the Cloud, Enterprise, and Telco Service Provider Markets Portola Valley, California – June 18, 2019 – Newly released reports by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the supply chain is not being impacted the same way
- [Ethernet Switch Market Hits $7.5B in 1Q19, According to 650 Group](https://650group.com/press-releases/ethernet-switch-market-hits-75b-in-1q19-according-to-650-group/) - Campus Switching, North America, and China Drive Robust Y/Y Growth Portola Valley, California – May 22, 2019 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center and cloud markets, indicates that the Ethernet Switch Market grew nearly 10% Y/Y on strong campus and data center growth
- [Data center equipment capex for us hyperscalers falls y/y for just Second Time in Eight Years](https://650group.com/press-releases/data-center-equipment-capex-for-us-hyperscalers-falls-yy-for-just-second-time-in-eight-years/) - Strong Commodity Price Declines Lead to Revenue Decline While Capacity Growth Continues PORTOLA VALLEY, Calif. May 14, 2019 — According to an newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 27% Y/Y in 1Q19 while CAPEX used for DC Equipment declined modestly during the same timeframe. 650 Group’s
- [Ethernet Switch Market Surges Past $31B in 2018, According to 650 Group](https://650group.com/press-releases/ethernet-switch-market-surges-past-31b-in-2018-according-to-650-group/) - Enterprise and Data Center Switching markets shatter old records Portola Valley, California – Feb. 26, 2019 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center and cloud markets, indicates that the Ethernet Switch Market grew 10% Y/Y on strong campus and data center growth in 2018
- [OFC 2019 to Showcase Optical Innovations in Data Center Networks for Key Business Areas](https://650group.com/press-releases/ofc-2019-to-showcase-optical-innovations-in-data-center-networks-for-key-business-areas/) - Data Center Summit, technical sessions, plenary speakers and exhibitor announcements will focus on data center network innovations SAN DIEGO — As data center traffic grows exponentially from cloud computing and applications including Artificial Intelligence (AI), data science and Internet of Things (IoT), the data center landscape is changing rapidly. OFC 2019, 3-7 March 2019 in San Diego,
- [All Time Record for Data Center Ethernet Switch Market, According to 650 Group;  100 Gbps Revenue Finally Surpasses 10 Gbps Revenue](https://650group.com/press-releases/all-time-record-for-data-center-ethernet-switch-market-according-to-650-group-100-gbps-revenue-finally-surpasses-10-gbps-revenue/) - Portola Valley, California – Sept. 17, 2018 – A newly released market report from the 650 Group indicates that 100 Gbps revenue has exceed 10 Gbps revenue for the first time, as Data Center Ethernet Switching hit an all-time record high in 2Q18. “The Data Center Ethernet Switch market hit a significant milestone in the market and
- [$52B US Top 4 Cloud Market Grows 37% in 2Q18, Highlighted by 46% Y/Y  Growth in DC Equipment CAPEX, According to Cloud Report Unveiled by 650  Group](https://650group.com/press-releases/52b-us-top-4-cloud-market-grows-37-in-2q18-highlighted-by-46-yy-growth-in-dc-equipment-capex-according-to-cloud-report-unveiled-by-650-group/) - — Cloud market revenue expected to exceed $700B in 2022 as 650 Group First To Provide Comprehensive Analysis of Cloud Infrastructure + Services PORTOLA VALLEY, Calif. August 20, 2018 — According to a newly released report issued by founding analysts of 650 Group, Cloud market revenue grew 36% Y/Y in 1Q18 to make for an
- [802.11ax Will Boost Enterprise Wireless LAN Market, Driven by IoT and Expansion of Cloud Managed Services Highlights 5 Year Forecast; According to 650 Group](https://650group.com/press-releases/80211ax-will-boost-enterprise-wireless-lan-market-driven-by-iot-and-expansion-of-cloud-managed-services-highlights-5-year-forecast-according-to-650-group/) - Portola Valley, California – July 2, 2018 – A newly released report by 650 Group reveals strong forecasted growth in the Enterprise plus Outdoor Wireless LAN market. Emerging 802.11ax technology is expected to experience rapid adoption, with a first wave of shipments beginning in 2018, followed by a second wave of products in 2019 and beyond. Overall,
- [Ethernet Switch Market Revenue Surges Y/Y in 1Q'18, According to 650 Group 100 Gbps Ports More than Double Driven by the Cloud and Data Center Strength](https://650group.com/press-releases/ethernet-switch-market-revenue-surges-yy-in-1q18-according-to-650-group-100-gbps-ports-more-than-double-driven-by-the-cloud-and-data-center-strength/) - Portola Valley, California – May 23, 2018 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center and cloud markets, indicates that the Ethernet Switch Market grew over 10% Y/Y on strong campus and data center growth in 1Q18 to slightly below $7 Billion. The report also
- [200 Gbps and 400 Gbps to have Material Impact on Ethernet Switch Market in 2018, According to 650 Group 800 Gbps to Ramp Early Next Decade](https://650group.com/press-releases/200-gbps-and-400-gbps-to-have-material-impact-on-ethernet-switch-market-in-2018-according-to-650-group-800-gbps-to-ramp-early-next-decade/) - Portola Valley, California – January 16, 2017 – A newly released market leading report by 650 Group indicates that 200 Gbps, 400 Gbps, and 800 Gbps will all ship in the next five years resulting in robust growth for the Ethernet Switch Market. ​“The first wave of 200 Gbps and 400 Gbps will hit the market
- [Switching and Routing Battle for Data Center Leadership Intensifies in 3Q17, According to 650 Group](https://650group.com/press-releases/switching-and-routing-battle-for-data-center-leadership-intensifies-in-3q17-according-to-650-group/) - Arista, Cisco, and Juniper Jockey for Position While New Vendors Emerge for Data Center Edge and Data Center Interconnect Use Cases Portola Valley, California – October 6, 2017 – An upcoming report by 650 Group, the leader in Switching, Routing and Data Center Interconnect market research and competitive positioning, indicates an intense battle for market positioning
- [China, North America and Data Center Interconnect Drive Data Center Ethernet Switch Market in 2Q17, According to 650 Group](https://650group.com/press-releases/china-north-america-and-data-center-interconnect-drive-data-center-ethernet-switch-market-in-2q17-according-to-650-group/) - Portola Valley, California – September 7, 2017 – A newly released market leading report by 650 Group indicates that Data Center Ethernet Switch market revenue and port shipments hit a record in 2Q17. Arista, Dell, H3C, Juniper, and White Box all achieve all time record revenue results. New platforms and strong demand drove growth. “The
- [Cloud-Managed Wi-Fi and Ethernet Switch Services Revenue Grew Over 60% Y/Y, According to 650 Group](https://650group.com/press-releases/cloud-managed-wi-fi-and-ethernet-switch-services-revenue-grew-over-60-yy-according-to-650-group/) - Portola Valley, California – September 6, 2017 – A newly released report by 650 Group indicates that revenues for Cloud-Managed Services of the combined market of WLAN Infrastructure and Campus Ethernet switches grew over 60% year-over-year. Campus Ethernet Switch and Wireless LAN combined revenues accelerated to 10% Y/Y. On a Y/Y basis, vendors that took
- [Record Setting Shipments for Ethernet Switch Market in 2Q17, According to 650 GroupData Center Switch Market Gets a New Growth Catalyst in Data Center Interconnect Buildouts](https://650group.com/press-releases/record-setting-shipments-for-ethernet-switch-market-in-2q17-according-to-650-groupdata-center-switch-market-gets-a-new-growth-catalyst-in-data-center-interconnect-buildouts/) - PORTOLA VALLEY, Calif., Sept. 05, 2017 (GLOBE NEWSWIRE) -- A newly released report by 650 Group indicates that the Ethernet Switch Market surged to set a new all-time record for port shipments in 2Q17. The first to market and industry leading report also indicated that the growth was driven by MultiGig (2.5/5.0 Gbps) in the
- [40 Gbps Ethernet Switch Revenues Surges in 2Q17, According to 650 Group](https://650group.com/press-releases/40-gbps-ethernet-switch-revenues-surges-in-2q17-according-to-650-group/) - Cloud Continues to Deploy 40 Gbps While 100 Gbps Ramps Aggressively Portola Valley, California – August 15, 2017 – An upcoming report by 650 Group will indicate that the Ethernet Switch Market will grow robustly in 2Q17. The report will also indicate that 100 Gbps revenues continued to expand, and also that 40 Gbps revenues grew
- [Arista and Juniper’s Ethernet Switch Market Share in the Cloud Surges in 1Q17, According to 650 Group](https://650group.com/press-releases/arista-and-junipers-ethernet-switch-market-share-in-the-cloud-surges-in-1q17-according-to-650-group/) - New Platforms and Strong Demand Drive Growth Portola Valley, California – June 9, 2017 – A newly released report by 650 Group indicates that most of the Y/Y revenue growth in the Data Center Ethernet Switch market in 1Q17 came from the Cloud with 100 Gbps platforms leading the way. “100 Gbps demand in the cloud
- [Multigig Ethernet Port Shipments Surge Y/Y in 1Q17, According to 650 Group](https://650group.com/press-releases/multigig-ethernet-port-shipments-surge-yy-in-1q17-according-to-650-group/) - NBASE-T Technology Moves Mainstream and Beyond Ethernet Switching and WLAN APs Portola Valley, California – June 9, 2017 – A newly released report by 650 Group indicates Multigig/NBASE-T port shipments are becoming an increasing part of the mix in the Ethernet Switch Market. The report also indicates that this will be the fastest growing segment for
- [100 Gbps Revenues Surge in the Ethernet Switch Market in 1Q17, According to 650 Group Cloud and Data Center Spending Dominate Mix](https://650group.com/press-releases/100-gbps-revenues-surge-in-the-ethernet-switch-market-in-1q17-according-to-650-group-cloud-and-data-center-spending-dominate-mix/) - Portola Valley, California – June 1, 2017 – A newly released report by 650 Group indicates that the Ethernet Switch Market declined on strong seasonality in 1Q17 to slightly above $6 Billion. The report also indicated that 100 Gbps revenues surpassed 40 Gbps revenues for the first time as Cloud providers and large enterprises adopt
- [Enterprise Wireless LAN Growth Accelerated to 11% Year-Over-Year, According to 650 Group / 802.11ax Consumer WLAN Shipments Expected to Begin In 4Q17](https://650group.com/press-releases/enterprise-wireless-lan-growth-accelerated-to-11-year-over-year-according-to-650-group-80211ax-consumer-wlan-shipments-expected-to-begin-in-4q17/) - Portola Valley, California – June 1, 2017 – A newly released report by 650 Group indicates that the revenues in the Enterprise plus Outdoor segment of the Wireless LAN Market re-accelerated to 11% year-over-year growth in 1Q17. The report highlights our expectation that new WLAN technology will be available at the end of this year.
- [Extreme's Proposed Acquisitions of Avaya’s Networking Business and Brocade’s Data Center Ethernet Switch Business to Propel Market Share Gains for the Company](https://650group.com/press-releases/extremes-proposed-acquisitions-of-avayas-networking-business-and-brocades-data-center-ethernet-switch-business-to-propel-market-share-gains-for-the-company/) - Extreme's Proposed Acquisitions of Avaya’s Networking Business and Brocade’s Data Center Ethernet Switch Business to Propel Market Share Gains for the Company Combined Company would be Third largest Campus Switching Vendor in North America Portola Valley, California – March 30, 2017 – The 4Q16 Ethernet Switch Market Report by 650 Group indicates that Extreme, with the
- [400 Gbps port shipments in the data center ethernet switch market to exceed 5 million ports in 2021, according to 650 group](https://650group.com/press-releases/400-gbps-port-shipments-in-the-data-center-ethernet-switch-market-to-exceed-5-million-ports-in-2021-according-to-650-group/) - ​400 Gbps Port Shipments in the Data Center Ethernet Switch Market to Exceed 5 Million Ports in 2021, According to 650 GroupCloud Expansion to Offset Enterprise Weakness Portola Valley, California – January 23, 2017 – An upcoming report by 650 Group indicates that the Data Center Ethernet Switch Market will see robust growth in 25

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- [Blog](https://650group.com/blog/) - Blog Cato Networks Leverages NVIDIA Technology to Enhance its Security Services March 17, 2026The accelerating adoption of AI is placing new demands on enterprise security infrastructure. As organizations deploy copilots, AI assistants, and autonomous agents, security platforms must analyze far more contextual and conversational traffic than traditional controls were designed to handle. Cato Networks is
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## Reports

- [Single Pair Ethernet](https://650group.com/reports/single-pair-ethernet/) - In this report, we forecast the Single-Pair Ethernet Market. The report looks at the device market vs. the switch market opportunity. For device type, it forecasts the main end-market segments for single-pair, such as building automation and controllers, manufacturing, lighting, motors, and other devices. The report includes projections through 2030 and analyzes the different paces
- [Campus Ethernet Switch Semiconductors](https://650group.com/reports/campus-ethernet-switch-semiconductors/) - Quarterly report that includes a five-year forecast and market share assessments for semiconductor and systems companies supplying the Campus/Enterprise Ethernet Switch market. Forecasts are made based on SERDES Lanes by 1 Gbps, 10 Gbps, 25 Gbps, and beyond. Companies included in the share assessments include Barefoot (Intel), Broadcom, Marvell (separate reporting for Xpliant and Innovium
- [Storage Infrastructure](https://650group.com/reports/storage-infrastructure/) - The Storage Infrastructure market covers internal and external devices that Enterprises and service providers typically use. In the report, there are splits by internal, external, and regional theatres, customer type, and equipment type such as hyperconverged infrastructure (HCI), All Flash Arrays (AFA), Hybrid (hard drive and flash based), hyperscaler gear, and componentry (HDD, SSD, etc.).
- [Private Cellular (Private 5G)](https://650group.com/reports/private-cellular/) - The Private Cellular market includes both indoor and outdoor cellular infrastructure equipment that is generally operated or owned for the benefit of an organization rather than a mobile network operator. This is a new market and is often called Enterprise 5G. The report includes historical data and a 5-year forecast and includes vendors such as
- [Enterprise Indoor and Outdoor WLAN Infrastructure Semiconductors](https://650group.com/reports/enterprise-indoor-and-outdoor-wlan-infrastructure-semiconductors/) - The Enterprise and Outdoor WLAN Infrastructure Semiconductors Report includes both Enterprise-class and Consumer-class WLAN infrastructure semiconductors. The report includes a market share assessment a 5-year forecast. Vendors include Celeno, Huawei, Intel, NXP (Marvell), MediaTek, ON Semi (Quantenna), Qualcomm, Realtek, others. Splits include by speed: 802.11a/g, 802.11n, 802.11ac Wave 1, 802.11ac Wave 2, 802.11ax, Wi-Fi 6E,
- [Cellular Branch Routers](https://650group.com/reports/cellular-branch-routers/) - Routers, SD-WAN and Next-Generation Firewalls that have cellular (5G/4G) modems are a subset of each of the three previously mentioned markets. These devices are being developed to incorporate wireless modems to connect to Mobile Network Operators' wireless networks for backup or primary capabilities. Report is published each quarter, 4 times per year and includes market
- [AI Storage Infrastructure](https://650group.com/reports/ai-storage-infrastructure/) - The AI Storage Infrastructure market covers two types of external storage infrastructure devices. The first is Dedicated AI Storage, which connects to AI computing clusters. The second is AI-based Storage, which is external storage systems that use vectorization techniques and accelerated processing to access stored digital assets. Vendors include DELL, Fujitsu, H3C, Hitachi, HPE, Huawei,
- [Unified Access and Cloud Services Campus Networking](https://650group.com/reports/unified-access-and-cloud-services-campus-networking/) - This report has two sections. The first is Unified Access, which is a combination of Campus Ethernet Switching and Enterprise-class WLAN infrastructure. The second is Cloud-Managed Services for Campus Networking. The report contains market share and forecasts for Unified Access and Cloud-Managed Services & Products. Vendor market shares by revenue and units on a market
- [SSE](https://650group.com/reports/sse/) - Market Share by revenue of participants Market Forecast (5-Year) Analysis of the role of Zero Trust, CASB, Firewall as a Service, and other components of the SSE market Analysis of each major vendor's view of how it fits into the SSE market If you would like to learn more about this report, please send us
- [AI Networking](https://650group.com/reports/ai-networking/) - The next evolution of enterprise networking following Cloud Management, AI Networking is emerging as a powerful trend that reduces troubleshooting, improves uptime, increases user satisfaction, supports more network devices, and enables greater device counts. The report contains market share and forecasts for Campus Switching, Enterprise WLAN, SD-WAN and SSE and compares each to the total
- [6 GHz Automated Frequency Coordination (AFC) System Opportunity in US/Canada](https://650group.com/reports/6-ghz-automated-frequency-coordination-afc-system-opportunity-in-us-canada/) - We see a high-growth opportunity for 6 GHz Automated Frequency Coordination (AFC) services in the US and Canadian markets. In this report, we share our findings based primarily on a bottoms-up forecast that is driven by our research on fixed wireless access (FWA), enterprise Wi-Fi outdoor infrastructure, enterprise Wi-Fi indoor infrastructure, and consumer Wi-Fi indoor
- [2024 RDMA Networking and AI White Paper](https://650group.com/reports/2024-rdma-networking-and-ai-report/) - 650-Group-IBTA-RDMA-White-Paper-June-2024Download I
- [AI Servers](https://650group.com/reports/ai-servers/) - GPU-based servers have emerged as a significant change in the computing landscape. We track the various players, customers and parts suppliers in this market. The report is published each quarter, 4 times per year, and includes market share assessments and 5-year forecasts. If you would like to learn more about this report, please send us
- [Wireless LAN (WLAN) NaaS Market for Enterprise/Campus](https://650group.com/reports/wireless-lan-wlan-naas-market-for-enterprise-campus/) - The report focuses on the transition of Wireless from hardware to subscription. Metrics include subscription revenue, non-portable licenses, software, hardware, and units. Market share and forecasts are included. Vendors include Alcatel-Lucent Enterprise (ALE), Arista, Cisco, Dell, Extreme, H3C, HPE Aruba, Huawei, Juniper, Ruckus, Ubiquiti, and others. If you would like to learn more about this
- [Wireless LAN (Consumer) Semiconductors](https://650group.com/reports/wireless-lan-semiconductors/) - The WLAN Infrastructure Semiconductors Report includes both Enterprise-class and Consumer-class WLAN infrastructure semiconductors. The report includes a market share assessment a 5-year forecast. Vendors include Celeno, Huawei, Intel, NXP (Marvell), MediaTek, ON Semi (Quantenna), Qualcomm, Realtek, others If you would like to learn more about this report, please send us your request and we will
- [Boundary Protection](https://650group.com/reports/boundary-protection/) - Market Share by revenue of participants Five-Year Market Forecast Split by various revenue business models Analysis of each major vendors' view of how it fits into the market also known as Sandboxing If you would like to learn more about this report, please send us your request and we will get back to you as
- [Advanced Authentication](https://650group.com/reports/advanced-authentication/) - Market Share by revenue of participants Five-Year Market Forecast Analysis of the role of Multi-Factor Authentication (MFA), Two-Factor Authentication (2FA), and biometrics Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send us your
- [Cloud-Native Application Platform Protection (CNAPP)](https://650group.com/reports/cloud-native-application-platform-protection-cnapp/) - Market Share by revenue of participants Five-Year Market Forecast Analysis of the role of cloud-native application platform protection (CNAPP) Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send us your request and we
- [Security Orchestration Automation and Response (SOAR)](https://650group.com/reports/security-orchestration-automation-and-response-soar/) - Market Share by revenue of participants Five-Year Market Forecast Analysis of the role of security orchestration automation and response (SOAR) Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send us your request and
- [Security Information & Event Management (SIEM)](https://650group.com/reports/security-information-event-management-siem/) - Market Share by revenue of participants Five-Year Market Forecast Analysis of the role of Security Information & Event Management (SIEM) Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send us your request and
- [Application Security (AppSec)](https://650group.com/reports/application-security-appsec/) - Market Share by revenue of participants Five-Year Market Forecast Analysis of the role of Application Security Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send us your request and we will get back
- [Distributed Denial of Service (DDOS) Security](https://650group.com/reports/distributed-denial-of-service-ddos-security/) - Market Share by revenue of participants Five-Year Market Forecast Analysis of the role of the distributed denial of service security market Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send us your request
- [Data Loss Prevention (DLP)](https://650group.com/reports/data-loss-prevention-dlp/) - Market Share by revenue of participants Five-Year Market Forecast Analysis of the role of stand-alone data loss protection Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send us your request and we will
- [Cloud Security Posture Management (CSPM)](https://650group.com/reports/cloud-security-posture-management-cspm/) - Market Share by revenue of participants Five-Year Market Forecast Analysis of the role of cloud security posture management Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send us your request and we will
- [Extended Detection and Response (XDR)](https://650group.com/reports/extended-detection-and-response-xdr/) - Market Share by revenue of participants Five-Year Market Forecast Analysis of the role of Extended Detection and Response (XDR) in the security market, its relationship to endpoint security and other sources of telemetry Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would
- [Web Application Firewall (WAF)](https://650group.com/reports/web-application-firewall-waf/) - Market Share by revenue of participants Five-Year Forecast Analysis of the Web Application Firewall Market Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send us your request and we will get back to
- [Vulnerability Management](https://650group.com/reports/vulnerability-management/) - Enhanced Network Access Controll (ENAC) Market Share by revenue of participants Five-Year Market Forecast Analysis of the role of suite-based network access control (NAC) in securing campus networks Split by various revenue business models (perpetual, subscription) and deployment models (premise, cloud) Analysis of each major vendors' view of how it fits into the market
- [Enhanced Network Access Control (ENAC)](https://650group.com/reports/enhanced-network-access-control-enac/) - Enhanced Network Access Controll (ENAC) Market Share by revenue of participants Five-Year Market Forecast Analysis of the role of suite-based network access control (NAC) in securing campus networks Split by various revenue business models (perpetual, subscription) and deployment models (premise, cloud) Analysis of each major vendors' view of how it fits into the market
- [Data Center Interconnect Semiconductor Forecast and Research Report](https://650group.com/reports/data-center-interconnect-semiconductor-forecast-and-research-report/) - In this report, we study the portion of the Data Center Infrastructure that is used for Interconnect. The report studies Interconnect market at a systems level and semiconductor level and includes segmentation for AI Servers, x86, GPU, Foundational NICs, Smart NICs, DPUs, Ethernet, Infiniband, and PCIe/CXL/NVLink Switches. Purchase now to enjoy introductory pricing.
- [Industrial Ethernet Switching (Ruggedized / OT) Forecast and Research Report](https://650group.com/reports/industrial-ethernet-switching-forecast-and-research-report/) - Vendor market shares by revenue assessment Vendors include Alcatel-Lucent Enterprise, Allied Telesis, Cisco Systems, Extreme, Fortinet, H3C, HPE Aruba, Huawei, and Ubiquiti 5-year / Long-term forecast at the market level for revenue and port shipments
- [Disaggregated Routing Forecast and Research Report](https://650group.com/reports/disaggregated-routing-forecast-and-research-report/) - Disaggregation opportunities for system vendors, component vendors, and software vendors Vendors mentioned include Broadcom, Cisco, DriveNets, Huawei, Juniper, Nokia, and ZTE 5-year / long-term forecast at the market level Addressable market for western-based vendors
- [Active Electrical Cables (AEC)](https://650group.com/reports/active-electrical-cables-aec/) - Quarterly report that includes a five-year forecast and market share assessments for AEC cables and semiconductors Companies included in the share assessments include Credo Semiconductors and Marvell. Reports are published each quarter, 4 times per year. Includes 5-year forecast. If you would like to learn more about this report, please send us your request and
- [Employment](https://650group.com/reports/employment/) - Be Part of the Team 650 Group is growing! If you are interested, please email us your information. We are accepting candidates for the following positions: Technology Analyst The ideal candidate would have experience as an analyst at another industry research firm and operating experience in the technology industry of their expertise. We seek experts in the
- [SD-Branch](https://650group.com/reports/sd-branch/) - SD-Branch includes the portion of campus/enterprise switching, WLAN, SD-WAN, and Security that is deployed in branches. Segmentation includes single-pane management, regional splits and total market. Vendors include Cisco, Citrix, Extreme Networks, Fortinet, H3C, HPE (Aruba/Silver Peak), Huawei, Juniper Networks, Nokia, Oracle, Palo Alto, Versa Networks, VMWare, Others. Reports include quarterly market shares and 5-year forecasts
- [SD-Branch Routing](https://650group.com/reports/sd-branch-routing/) - SD-Branch Routing includes the merging of traditional enterprise branch routing and SD-WAN. Vendors include Cisco, Citrix, Extreme Networks, Fortinet, H3C, HPE (Aruba/Silver Peak), Huawei, Juniper Networks, Nokia, Oracle, Versa Networks, VMWare, Others. Reports include quarterly market shares and 5-year forecasts If you would like to learn more about this report, please send us your request
- [Telecommunications Core (EPC/5G Core, IMS, VoLTE, SBC, OSS, BSS, MANO)](https://650group.com/reports/telecommunications-core-epc-5g-core-ims-volte-sbc-oss-bss-mano/) - Voice Infrastructure: VoLTE, VoNR, Voice Application Server, IP Multimedia Subsystem, Carrier Session Border Controller (cSBC), Enterprise Session Border Controller (eSBC), Media Gateway, Softswitch 5G Core, Evolved Packet Core (PGW, MME), GGSN, SGSN OSS/BSS/MANO Splits between Physical Network Functions (PNF) and Virtualized Network Functions (VNFs)/Containerized Network Functions (CNFs) Reports include quarterly market shares and 5-year forecasts
- [SD-WAN NaaS Market for Enterprise/Campus](https://650group.com/reports/sd-wan-naas-market-for-enterprise-campus/) - The report focuses on the transition of SD-WAN from hardware to subscription and NaaS. Market share and forecasts are included. Vendors include Alcatel-Lucent Enterprise (ALE), Arista, Cisco, Dell, Extreme, Fortinet, H3C, HPE Aruba, Huawei, Juniper, Versa, VMware, and others. If you would like to learn more about this report, please send us your request and
- [Campus Ethernet Switch (Enterprise)](https://650group.com/reports/campus-ethernet-switch-enterprise/) - Reports on revenue for switches that are at enterprises for connecting computers, printers, WLAN APs, and to provide an aggregation layer to deliver network traffic to the data center. Vendor market shares by revenue and ports on a total market basis. Vendors include Adtran, Alcatel-Lucent Enterprise (ALE), Arista, Cisco, Dell, Extreme Networks, Fortinet, Hewlett Packard
- [Mobile Radio Access Network (Mobile RAN)](https://650group.com/reports/mobile-radio-access-network-mobile-ran/) - The Mobile Radio Access Networks (RAN) report includes splits by geography, macro, small cell, Open RAN, Open RAN and other metrics. Vendors include Ericsson, Huawei, Nokia, Samsung, ZTE, others. The Report includes quarterly market shares and 5-year forecasts. If you would like to learn more about this report, please send us your request and we
- [Enterprise Routers](https://650group.com/reports/enterprise-routers/) - The Enterprise Router report is a quarterly report that includes market share assessments and a 5-year forecast. Vendors include Adtran, Cisco, HPE, H3C, Huawei, Juniper, Ruijie and others. The report includes breakouts by units, ASPs, geographic region, core/edge, virtual/physical. If you would like to learn more about this report, please send us your request and
- [US Hyperscalers Revenue and CAPEX](https://650group.com/reports/iaas-analysis/) - Report covers Amazon (AWS), Apple, Facebook, Google (GCP and Search), Microsoft (Azure, Bing, Office 365). It includes quarterly revenue, CAPEX, and CAPEX projections. Reports include quarterly market shares and 5-year forecasts. If you would like to learn more about this report, please send us your request and we will get back to you as soon
- [Consumer WLAN Infrastructure](https://650group.com/reports/consumer-wlan-infrastructure/) - The Consumer WLAN Infrastructure report encompasses market share assessments and a 5-year forecast for Access Points, Routers, Broadband Customer Premises Equipment (BB CPE) with WLAN, and Extenders. Additional breakouts include by speed: 802.11a/g, 802.11n, 802.11ac Wave 1, 802.11ac Wave 2, 802.11ax, Wi-Fi 6E, Wi-Fi 7, 802.11ad/ay; by Geography; by distribution channel. Vendors include Amazon, ASUS,
- [Hyperscaler, Cloud (IaaS, SaaS, and Search/Social), and Colocation](https://650group.com/reports/cloud-capex/) - Report covers revenue by service type and by region, capital spending (CAPEX) by three measures, and splits markets by Hyperscaler, Colocation, IaaS, SaaS, Search and Social. Data Center equipment CAPEX and additional profile metrics are included for the larger cloud providers. Companies included in the report include BCX, China Telecom, China Unicom, Coresite, Cyrusone, Cyxtera,
- [Merchant Silicon (Data Center Ethernet Switch Semiconductors)](https://650group.com/reports/data-center-ethernet-switch-semiconductors-2/) - Quarterly report that includes a five-year forecast and market share assessments for semiconductor and systems companies supplying the Data Center Ethernet Switch market. Forecasts are made based on SERDES Lanes by 1 Gbps, 10 Gbps, 25 Gbps, 50 Gbps, 100 Gbps, and 200 Gbps. Companies included in the share assessments include Barefoot (Intel), Broadcom, Marvell
- [SP Merchant Silicon (L3+ and Routing Semiconductors)](https://650group.com/reports/sp-merchant-silicon-l3-and-routing-semiconductors/) - Quarterly report that includes a five-year forecast and market share assessments for semiconductor and systems companies supplying the SP Routing market. Forecasts are made based on SERDES Lanes by 1 Gbps, 10 Gbps, 25 Gbps, 50 Gbps, 100 Gbps, and 200 Gbps. Companies included in the share assessments include Barefoot (Intel), Broadcom, Marvell (separate reporting
- [Servers and NICs](https://650group.com/reports/servers-and-storage/) - Server reports include splits by deployment location, form factor, port metrics, regions, server installed base and workload installed base Additional splits include by verticals, hyperscaler, workload, cloud, hybrid-cloud studies Mobile Edge Computing (MEC) Vendors include Cisco, DELL, HPE, Huawei, IBM, Inspur, Lenovo, Oracle, Super Micro, White Box, others. Network Interface Cards (NICs) reports include splits
- [SMB Ethernet Switch](https://650group.com/reports/smb-ethernet-switch/) - Reports on revenue for switches that are designed for use by small and medium sized businesses and organizations Vendor market shares by revenue and ports on a total market basis Vendors include Cisco, D-Link, Hewlett Packard Enterprise (HPE), Huawei, Netgear Four quarter forecast at the market level 100 Mbps 1 Gbps MultiGigabit (2.5/5 Gbps) 10
- [Smart NICs](https://650group.com/reports/smart-nics/) - The Smart NIC report takes a look at Network Interface Card (NIC) and Smart NIC markets both by vendor and deployment location. The report includes additional splits including NIC speed (1 Gbps to 200 Gbps), SERDES Lane, NIC/SmartNIC. Vendors include Broadcom, Cavium/Marvell, Intel, Mellanox/NVidia, Realtek, Myricom, Solarflare/Xilinx, StarTech, Synology, Amazon, Google, Chelsio, Ethernity, Napatech, Netronome.
- [Service Provider Routers](https://650group.com/reports/service-provider-routers/) - The Service Provider Router report is a quarterly report that includes market share assessments and a 5-year forecast. Vendors include Adtran, Cisco, HPE, H3C, Huawei, Juniper, Ruijie and others. The report includes breakouts by Core/Edge-Branch/Software (SDN Controller)/Software-Virtual; geographic region; customer type (Top 5 Cloud Provider, Chinese Top 3 Cloud Provider, Rest of Cloud, Two Telco
- [Ethernet Switch NaaS Market for Enterprise/Campus](https://650group.com/reports/ethernet-switch-naas-market-for-enterprise-campus/) - The report focuses on the transition of Campus switching from hardware to subscription. Metrics include subscription revenue, non-portable licenses, software, hardware, and units. Market share and forecasts are included. Vendors include Alcatel-Lucent Enterprise (ALE), Arista, Cisco, Dell, Extreme, H3C, HPE Aruba, Huawei, Juniper, Ruckus, Ubiquiti, and others. If you would like to learn more about
- [Passive Optical Networks (PON)](https://650group.com/reports/passive-optical-networks/) - The Passive Optical Networks (PON) Infrastructure and Customer Premises Equipment Quarterly Market & Long-Term Forecast Report includes historicals and a 5-year forecast and is issued on a quarterly basis. Additional splits include GPON, 10G EPON, 10G GPON, P2P and more. Vendors include Adtran, Calix, DasanZhone, Fiberhome, Huawei, NEC, Nokia, ZTE, and others. If you would
- [xDSL](https://650group.com/reports/broadband-xdsl/) - The xDSL Infrastructure and Customer Premises Equipment Quarterly Market & Long-Term Forecast Report includes historicals and a 5-year forecast and is issued on a quarterly basis. Additional splits include ADSL, VDSL, G.Fast and more. Vendors include Adtran, Arris (Commscope), Calix, DasanZhone, D-Link, Foxcon, Huawei, NEC, NETGEAR, Nokia, ZTE, Zyxel, and others. If you would like
- [Observability Infrastructure](https://650group.com/reports/observability-infrastructure/) - Vendor market shares by revenue and ports on a total market basis Splits by deployment location (premises, co-location, cloud-based/customer-driven, cloud-managed, cloud-delivered/SaaS) Splits by region Splits by product-only This viewpoint is at the total market level; other reports show detail by subcategories Report is published each quarter, 4 times per year. If you would like to
- [SD-WAN](https://650group.com/reports/routing-and-sd-wan/) - SD-WAN includes splits by enterprise, service provider, regions and by 3 different revenue categories. Vendors include Cisco, Citrix, Extreme Networks, Fortinet, H3C, HPE (Aruba/Silver Peak), Huawei, Juniper Networks, Nokia, Oracle, Versa Networks, VMWare, Others. Reports include quarterly market shares and 5-year forecasts If you would like to learn more about this report, please send us
- [Deep Observability](https://650group.com/reports/deep-observability/) - Vendor market shares by revenue and ports on a total market basis Vendors include Arista, Gigamon, Keysight and others Splits by deployment location (premises, co-location, cloud-based/customer-driven, cloud-managed, cloud-delivered/SaaS) Splits by region Splits by product-only This viewpoint is at the total market level; other reports show detail by subcategories Report is published each quarter, 4 times
- [Carrier Ethernet Switching](https://650group.com/reports/carrier-ethernet/) - Reports on revenue for switches that are used by service providers to deliver Ethernet data services to customers such as enterprises. Vendors include Cisco, H3C, Extreme Networks, Hewlett Packard Enterprise (HPE), Huawei, Juniper, ZTE. Port speeds include 100 Mbps, 1 Gbps, 10 Gbps, 25 Gbps, 40 Gbps, and 100 Gbps. Regional data includes China, Rest
- [Infrastructure as a Service (IaaS) Hyperscaler SWOT](https://650group.com/reports/infrastructure-as-a-service-iaas-hyperscaler-swot/) - Assessment of revenue and profits for Amazon Web Services (AWS), Microsoft Azure, Google GCP IaaS Comparisons with IBM, Oracle, Alibaba Special focus on United States market participants Analysis of strengths, weaknesses, opportunities and threats for the major three IaaS players
- [Enterprise Only Data Center Ethernet Switch](https://650group.com/reports/enterprise-only-data-center-ethernet-switch/) - This report focuses on the Enterprise and Telco portion of data center switching. As the Cloud moves to higher speeds, the market is bifurcating into two unique classes of product from the vendors with different hardware and software characteristics. One focused on Enterprise, and one focused on Cloud. Splits: Fixed, Modular, Unmanaged, regions, core/agg/edge deployment
- [Data Center Interconnect (DCI)](https://650group.com/reports/data-center-interconnect/) - The Ethernet Data Center Interconnect (DCI) and Super Core Quarterly and Forecast Report focuses on Ethernet Switch systems that incorporate optical-transport class modules to enable a new category of equipment that consolidates two previously separate hardware systems. Ethernet DCI and Super Core splits include splits by use case, platform type, port type, form factor, routing,
- [Data Center Ethernet Switch](https://650group.com/reports/data-center-ethernet-switch/) - Vendor market shares by revenue and ports on a total market basis Other splits: Fixed, Modular, Smart, Unmanaged, regions, core/agg/edge deployment type, disaggregation, installed base by various metrics, verticals, 1Gbps, 10 Gbps, 25 Gbps, 40 Gbps, 50 Gbps, 100 Gbps, 200 Gbps, 400 Gbps, 800 Gbps, 1.6 Gbps, and 3.2 Gbps Vendors include Accton, Alcatel-Lucent
- [Observability](https://650group.com/reports/observability/) - Vendor market shares by revenue and ports on a total market basis Vendors include Arista, Cisco, Crowdstrike, Datadog, Dynatrace, Elastic, Gigamon, New Relic, Snowflake, Splunk, Sumo Logic and others Splits by deployment location (premises, co-location, cloud-based/customer-driven, cloud-managed, cloud-delivered/SaaS) Splits by region Splits by product-only This viewpoint is at the total market level; other reports show
- [Next Generation Firewall (NGFW)](https://650group.com/reports/next-generation-firewall-ngfw/) - The Next Generation Firewall Market (including Deployment Location) and Long-Term Forecast Report includes splits by deployment location such as Cloud-Delivered, Cloud-Managed, Cloud-Based Customer Driven, Colocation-based and Premises-based. The report includes market share assessments and a 5-year forecast. Vendors/companies include Check Point, Cisco, F5, Fortinet, Huawei, Juniper, Palo Alto Networks, Radware, Ruijie, ZScaler and others. If
- [Colocation Revenue, CAPEX and Verticals](https://650group.com/reports/colocation-analysis/) - Report covers colocation providers revenue by region. It also covers vertical exposure, square footage by state and country, number of customers, and power. Companies included in the report include China Telecom, China Unicom, Coresite, Cyrusone, Cyxtera, Digital Realty, Equinix, Globalswitch, Interroute, Interxion, Iron Mountain, KDDI, NEXTDC, NTT, QTS, SparkNZ, Switch. Reports include quarterly market shares
- [Application Delivery Controller (ADC) Reports](https://650group.com/reports/application-delivery-controller-adc-reports/) - Vendor market shares by revenue and units for: A10, Citrix, F5, Kemp, Radware, and Others Breakouts on: Physical hardware, virtual software, subscription, and services Regional splits Four quarter forecast at the market level Report is published each quarter, 4 times per year. ADC Forecast Report description: Revenue and units Physical hardware and virtual software If
- [All Firewalls (NGFW, SMB, Legacy, Secure Router, UTM, SSL VPN)](https://650group.com/reports/all-firewalls-ngfw-smb-legacy-secure-router-utm-ssl-vpn/) - Market Share by revenue of participants Market Forecast 2021 to 2026 Analysis of the role of in firewall marekts Split by various revenue business models Analysis of each major vendors' view of how it fits into the broader market If you would like to learn more about this report, please send us your request and
- [Accelerated and Programmable Data Center Ethernet Switch](https://650group.com/reports/accelerated-and-programmable-data-center-ethernet-switch/) - This report focuses on a growing trend within data center switching to include low-latency, FPGA, ASIC, DPU, and processor acceleration directly in an Ethernet switch. Splits: FPGA, low-latency, and programmable ASIC. Vendors include Accton, Arista, Cisco, DELL, Edgecore, Extreme Networks, HPE Aruba, White Box, and Others. The report includes port speed, ASP, and revenue segmentation.
- [Cloud Workload Protection (CWP)](https://650group.com/reports/cloud-workload-protection-cwp/) - Market Share by revenue of participants Market Forecast 2021 to 2026 Analysis of the role of Container Security Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send us your request and we will
- [Network Analytics](https://650group.com/reports/network-analytics/) - Market Share by revenue of participants Market Forecast 2021 to 2026 Analysis of the role of in Network Detection and Response (NDR) Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send us your
- [Corporate Endpoint Security](https://650group.com/reports/corporate-endpoint-security/) - Market Share by revenue of participants Market Forecast 2021 to 2026 Focus on corporate security Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send us your request and we will get back to
- [Email Security](https://650group.com/reports/email-security/) - Market Share by revenue of participants Market Forecast 2021 to 2026 Analysis of the role of in Email and Messaging Security & malware prevention Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send
- [Web Security](https://650group.com/reports/web-security/) - Market Share by revenue of participants Market Forecast 2021 to 2026 Analysis of the role of in Secure Web Gateway (SWG) and related markets (including DDoS, DNS Security) Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about
- [Virtual Security Appliance (VSA)](https://650group.com/reports/virtual-security-appliance-vsa/) - Market Share by revenue of participants Market Forecast 2021 to 2026 Split by various revenue business models Analysis of each major vendors' view of how it fits into Firewall market If you would like to learn more about this report, please send us your request and we will get back to you as soon as
- [Unified Threat Management (UTM)](https://650group.com/reports/unified-threat-management-utm/) - Market Share by revenue of participants Market Forecast 2021 to 2026 Analysis of the role of in the firewall market Split by various revenue business models Analysis of each major vendors' view of how it fits into the market If you would like to learn more about this report, please send us your request and
- [SSL VPN](https://650group.com/reports/ssl-vpn/) - Market Share by revenue of participants Market Forecast 2021 to 2026 Split by various revenue business models Analysis of each major vendors' view of how it fits into market If you would like to learn more about this report, please send us your request and we will get back to you as soon as we
- [Intrusion Prevention System (IPS)](https://650group.com/reports/intrusion-prevention-system-ips/) - Market Share by revenue of participants Market Forecast 2021 to 2026 Analysis of the role of with Firewalls, UTM sytems Analysis of each major vendors' view of how it fits into IPS market If you would like to learn more about this report, please send us your request and we will get back to you
- [Cloud Access Security Broker (CASB)](https://650group.com/reports/cloud-access-security-broker-casb/) - Market Share by revenue of participants Market Forecast 2021 to 2026 Analysis of the role of in SASE Split by various revenue business models Analysis of each major vendors' view of how it fits into SASE market If you would like to learn more about this report, please send us your request and we will
- [800 Gbps](https://650group.com/reports/800-gbps/) - In this report, we cover 800 Gbps ports for routers and switches, including the DCI use-case. We share our 5-year forecast. Vendors mentioned in the report include Arista Networks, Broadcom, Cisco Systems, Dell, Huawei, Innovium, Intel, Juniper Networks, Marvell, Nokia, Nvidia, and many white box manufacturers. The report also discusses the impact of ZR/ZR+, 112
- [SONiC Forecast and Research Report](https://650group.com/reports/sonic-forecast-and-research-report/) - In this report, we the SONiC controller and the SONiC operating system, plus associated hardware for data center switching systems. SONiC members associated with the forecast include Alibaba, Alpha Networks, Arista, Asterfusions, Augtera Networks, Aviz, Baidu, Broadcom, Canonical, Celestica, Centec, Cisco, Comcast, Credo, Criteo, Dell, Delta, DiDi, docker, eBay, Edge-Core, EmbedWay, Facebook, HiWire, Hong Kong
- [Routed Optical Networks](https://650group.com/reports/routed-optical-networks/) - The report includes the portion of Routing, Optical Transport, L3+ Switching, and automation deployed in next-generation networks. The report also also includes revenue sold at the system, component, and software level. Vendors include: Arista, Ciena, Cisco, Huawei, Infinera, Juniper, Nokia, White Box, and others. If you would like to learn more about this report, please
- [SASE](https://650group.com/reports/sase/) - Market Share by revenue of participants Market Forecast 2020 to 2025 Analysis of the role of SD-WAN, Zero Trust, CASB, Firewall as a Service and other components of the SASE market Analysis of each major vendors' view of how it fits into SASE market If you would like to learn more about this report, please
- [Server and Multi-Cloud Workloads](https://650group.com/reports/server-and-multi-cloud-workloads/) - Server workload forecast for On-Premise, Colocation and Cloud locations Server workload splits by US-based Top 5 hyperscalers, Chinese hyperscalers, Rest of Cloud, Legacy Telco SP, Telco Cloud, Hybrid/Private, Enterprise and SMB locations Analysis of new workloads such as Artificial Intelligence and Machine Learning Conclusions about hyperscalers’ roles, colocation players’ roles, Chinese service providers’ roles in
- [Ethernet Switch Data Center Modular](https://650group.com/reports/ethernet-switch-data-center-modular/) - The report looks at only modular switches that go into the data center for enterprise and cloud customers. It includes port speed segmenation. Vendors include Arista, Cisco, Extreme, H3C, HPE Aruba, Huawedi, and others.
- [Fixed Wireless Access](https://650group.com/reports/fixed-wireless-access/) - The Fixed Wireless Access (FWA) Infrastructure and Customer Premises Equipment Quarterly Market & Long-Term Forecast Report includes historicals and a 5-year forecast and is issued on a quarterly basis. Only dedicated FWA infrastructure and CPE are included in this report (RAN equipment that fulfills both mobile and FWA is in the RAN report). Additional splits
- [Consumer WLAN Infrastructure Semiconductors](https://650group.com/reports/consumer-wlan-infrastructure-semiconductors/) - The Consumer-class WLAN Infrastructure Semiconductors Report includes semiconductors. The report includes a market share assessment a 5-year forecast. Vendors include Celeno, Huawei, Intel, NXP (Marvell), MediaTek, ON Semi (Quantenna), Qualcomm, Realtek, others. Splits include by speed: 802.11a/g, 802.11n, 802.11ac Wave 1, 802.11ac Wave 2, 802.11ax, Wi-Fi 6E, Wi-Fi 7, 802.11ad If you would like to
- [Connected Wireless Devices and Internet of Things (IoT)](https://650group.com/reports/connected-wireless-devices-and-internet-of-things-iot/) - As consumers adopt all manner of new smart and connected devices, we expect there to be a substantial impact on the networks that support them Networks such as WLAN and traditional cellular will initially support consumer IoT devices, while newer systems such as NB-IoT, zigbee, BLE and others will emerge to enlarge the market Our
- [Cable Modem](https://650group.com/reports/cable-modem/) - The Cable Modem Infrastructure and Customer Premises Equipment Quarterly Market & Long-Term Forecast Report includes historicals and a 5-year forecast and is issued on a quarterly basis. Additional splits include DOCSIS 3.0, 3.1 and 4.0. Vendors include Arris (Commscope), ASUS, Cisco, D-Link, Foxconn, NETGEAR, Technicolor, and others. If you would like to learn more about
- [Broadband Satellite](https://650group.com/reports/broadband-satellite/) - The Broadband Satellite Quarterly Market & Long-Term Forecast Report includes historicals and a 5-year forecast and is issued on a quarterly basis. Additional splits include GEO, LEO and 3GPP based systems, and subscriber counts. Companies include AST Space Mobile, Globalstar, Echostar, Iridium, Kuiper Systems, OneWeb, Orbcomm, Starlink, Viasat and others. If you would like to
- [Broadband Access and Fixed Wireless Access](https://650group.com/reports/broadband-access-fixed-wireless-access/) - Splits include infrastructure/CPE, Cable Modem systems, Digital Subscriber Line (DSL) systems, Passive Optical Networks (PON) systems, Fixed Wireless Access (FWA) systems Additional splits include DOCSIS 3.0, 3.1, 4.0, 802.11ax, 802.11ad/ay, proprietary wireless, cellular 4G, cellular 5G, EPON, GPON, 10G EPON, 10G GPON, P2P, ADSL, VDSL, Ethernet/IAD, G.Fast, and more Vendors include Adtran, ASUS, Calix, Cambium,
- [Wireless LAN Infrastructure (Enterprise)](https://650group.com/reports/wireless-lan-infrastructure-enterprise/) - Vendor market shares by revenue and units for: Enterprise-class (Access Points, Controllers) Outdoor Access Points Cloud-Managed services and products Consumer-class (Access Points, Routers, Broadband Customer Premises Equipment (BB CPE) with WLAN, and Extenders Vendors include Adtran, Alcatel-Lucent Enterprise (ALE), Allied Telesis, Amazon, Arista Networks, ASUS, Cambium Networks, Cisco, Commscope (Arris, Ruckus), DasanZhone, DELL, D-Link, Edgecore,
- [Mobile Edge Computing](https://650group.com/reports/mobile-edge-computing/) - The Mobile Edge Computing (MEC) addresses the architectural shift towards computing at the edge of networks, which is driven in part by Telecom operator activity and in part by other companies. Vendors include Cisco, DELL, HPE, Huawei, IBM, Inspur, Lenovo, Oracle, Super Micro, White Box and others. The report includes market share assessments and a
- [Enterprise Indoor and Outdoor WLAN Infrastructure](https://650group.com/reports/enterprise-indoor-and-outdoor-wlan-infrastructure/) - The Enterprise Indoor and Outdoor WLAN Infrastructure report encompasses market share assessments and a 5-year forecast for Enterprise-class Indoor and Outdoor Access Points, Controllers and Cloud-Managed WLAN Services. Additional breakouts include by speed: 802.11a/g, 802.11n, 802.11ac Wave 1, 802.11ac Wave 2, 802.11ax, Wi-Fi 6E, Wi-Fi 7, 802.11ad/ay; by Geography; by Vertical markets (end-markets), small/medium/large customer
- [Cloud Only Data Center Ethernet Switch](https://650group.com/reports/cloud-only-data-center-ethernet-switch/) - This report focuses on the Cloud portion of data center switching. As the Cloud moves to higher speeds, the market is bifurcating into two unique classes of product from the vendors with different hardware and software characteristics. One focused on Enterprise, and one focused on Cloud. Splits: fixed, modular, smart, unmanaged, regions, core/agg/edge deployment type,

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## Tags

- [5G](https://650group.com/blog/category/5g/)
- [AWS](https://650group.com/blog/category/aws/)
- [Capital Light](https://650group.com/blog/category/capital-light/)
- [Centralized Unit](https://650group.com/blog/category/centralized-unit/)
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- [hyperscaler](https://650group.com/blog/category/hyperscaler/)
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- [David Hughes](https://650group.com/blog/category/david-hughes/)
- [EdgeConnect](https://650group.com/blog/category/edgeconnect/)
- [HPE Aruba](https://650group.com/blog/category/hpe-aruba/)
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- [SASE](https://650group.com/blog/category/sase/)
- [Silver Peak](https://650group.com/blog/category/silver-peak/)
- [Wi-Fi 6E](https://650group.com/blog/category/wi-fi-6e/)
- [Zero Trust](https://650group.com/blog/category/zero-trust/)
- [5.5G](https://650group.com/blog/category/5-5g/)
- [Eric Xu](https://650group.com/blog/category/eric-xu/)
- [Huawei](https://650group.com/blog/category/huawei/)
- [Huawei Analyst Summit 2021](https://650group.com/blog/category/huawei-analyst-summit-2021/)
- [GeoLinks](https://650group.com/blog/category/geolinks/)
- [LMDS](https://650group.com/blog/category/lmds/)
- [mmWave](https://650group.com/blog/category/mmwave/)
- [WISP](https://650group.com/blog/category/wisp/)
- [Acacia](https://650group.com/blog/category/acacia/)
- [AppDynamics](https://650group.com/blog/category/appdynamics/)
- [Cisco Live](https://650group.com/blog/category/cisco-live/)
- [hashicorp](https://650group.com/blog/category/hashicorp/)
- [Intersight](https://650group.com/blog/category/intersight/)
- [Meraki](https://650group.com/blog/category/meraki/)
- [NaaS](https://650group.com/blog/category/naas/)
- [Observability](https://650group.com/blog/category/observability/)
- [password-less](https://650group.com/blog/category/password-less/)
- [Routed Optical](https://650group.com/blog/category/routed-optical/)
- [Silicon One](https://650group.com/blog/category/silicon-one/)
- [Thousand Eyes](https://650group.com/blog/category/thousand-eyes/)
- [ZR](https://650group.com/blog/category/zr/)
- [Cisco](https://650group.com/blog/category/cisco/)
- [Cloud](https://650group.com/blog/category/cloud/)
- [Check Point Software](https://650group.com/blog/category/check-point-software/)
- [Dark Reading](https://650group.com/blog/category/dark-reading/)
- [Netskope](https://650group.com/blog/category/netskope/)
- [SD WAN](https://650group.com/blog/category/sd-wan/)
- [ZScaler](https://650group.com/blog/category/zscaler/)
- [6G](https://650group.com/blog/category/6g/)
- [Azure](https://650group.com/blog/category/azure/)
- [Google](https://650group.com/blog/category/google/)
- [Rakuten](https://650group.com/blog/category/rakuten/)
- [RCP](https://650group.com/blog/category/rcp/)
- [Satellite](https://650group.com/blog/category/satellite/)
- [Tareq Amin](https://650group.com/blog/category/tareq-amin/)
- [60 GHz](https://650group.com/blog/category/60-ghz/)
- [802.11ad](https://650group.com/blog/category/802-11ad/)
- [802.11ay](https://650group.com/blog/category/802-11ay/)
- [Facebook](https://650group.com/blog/category/facebook/)
- [FWA](https://650group.com/blog/category/fwa/)
- [John Roy](https://650group.com/blog/category/john-roy/)
- [P2P](https://650group.com/blog/category/p2p/)
- [Terragraph](https://650group.com/blog/category/terragraph/)
- [Ubiquiti](https://650group.com/blog/category/ubiquiti/)
- [Water Tower Research](https://650group.com/blog/category/water-tower-research/)
- [AI](https://650group.com/blog/category/ai/)
- [Automation](https://650group.com/blog/category/automation/)
- [Data Center](https://650group.com/blog/category/data-center/)
- [Juniper](https://650group.com/blog/category/juniper/)
- [HPE](https://650group.com/blog/category/hpe/)
- [Sp Router](https://650group.com/blog/category/sp-router/)
- [Innoeye](https://650group.com/blog/category/innoeye/)
- [Microsoft](https://650group.com/blog/category/microsoft/)
- [NEC](https://650group.com/blog/category/nec/)
- [OSS/BSS](https://650group.com/blog/category/oss-bss/)
- [Robin.io](https://650group.com/blog/category/robin-io/)
- [Telco Cloud](https://650group.com/blog/category/telco-cloud/)
- [Ericsson](https://650group.com/blog/category/ericsson/)
- [Europe](https://650group.com/blog/category/europe/)
- [Actility](https://650group.com/blog/category/actility/)
- [Asset Tracking](https://650group.com/blog/category/asset-tracking/)
- [IoT](https://650group.com/blog/category/iot/)
- [LoRa](https://650group.com/blog/category/lora/)
- [Modem-E](https://650group.com/blog/category/modem-e/)
- [Semtech](https://650group.com/blog/category/semtech/)
- [Tago.io](https://650group.com/blog/category/tago-io/)
- [CoSP](https://650group.com/blog/category/cosp/)
- [CSP](https://650group.com/blog/category/csp/)
- [Intel](https://650group.com/blog/category/intel/)
- [25G PON](https://650group.com/blog/category/25g-pon/)
- [25GS-PON](https://650group.com/blog/category/25gs-pon/)
- [50G PON](https://650group.com/blog/category/50g-pon/)
- [AOI](https://650group.com/blog/category/aoi/)
- [Broadcom](https://650group.com/blog/category/broadcom/)
- [Chungwa Telecom](https://650group.com/blog/category/chungwa-telecom/)
- [Ciena](https://650group.com/blog/category/ciena/)
- [F5G](https://650group.com/blog/category/f5g/)
- [ITU-T SG 15](https://650group.com/blog/category/itu-t-sg-15/)
- [MaxLinear](https://650group.com/blog/category/maxlinear/)
- [Nbn](https://650group.com/blog/category/nbn/)
- [Nokia](https://650group.com/blog/category/nokia/)
- [Quillion](https://650group.com/blog/category/quillion/)
- [Cradlepoint](https://650group.com/blog/category/cradlepoint/)
- [WiFi](https://650group.com/blog/category/wifi/)
- [Contact Tracing](https://650group.com/blog/category/contact-tracing/)
- [Fortinet](https://650group.com/blog/category/fortinet/)
- [Mist Systems](https://650group.com/blog/category/mist-systems/)
- [Radio Resource Management](https://650group.com/blog/category/radio-resource-management/)
- [VBLE](https://650group.com/blog/category/vble/)
- [WiFi 6](https://650group.com/blog/category/wifi-6/)
- [Spectrum](https://650group.com/blog/category/spectrum/)
- [Carrier](https://650group.com/blog/category/carrier/)
- [Mobile](https://650group.com/blog/category/mobile/)
- [RAN](https://650group.com/blog/category/ran/)
- [802.11ac](https://650group.com/blog/category/802-11ac/)
- [802.11ax](https://650group.com/blog/category/802-11ax/)
- [Amplifi](https://650group.com/blog/category/amplifi/)
- [Ethernet Switch](https://650group.com/blog/category/ethernet-switch/)
- [UI](https://650group.com/blog/category/ui/)
- [UniFi](https://650group.com/blog/category/unifi/)
- [WLAN](https://650group.com/blog/category/wlan/)
- [Starlink](https://650group.com/blog/category/starlink/)
- [Capex](https://650group.com/blog/category/capex/)
- [WFH](https://650group.com/blog/category/wfh/)
- [IaaS](https://650group.com/blog/category/iaas/)
- [Amazon](https://650group.com/blog/category/amazon/)
- [KUIPER](https://650group.com/blog/category/kuiper/)
- [Alcatel](https://650group.com/blog/category/alcatel/)
- [Altiostar](https://650group.com/blog/category/altiostar/)
- [Fujitsu](https://650group.com/blog/category/fujitsu/)
- [Lucent](https://650group.com/blog/category/lucent/)
- [Mavenir](https://650group.com/blog/category/mavenir/)
- [Motorola](https://650group.com/blog/category/motorola/)
- [Nortel](https://650group.com/blog/category/nortel/)
- [ONFConnect](https://650group.com/blog/category/onfconnect/)
- [Parallel Wireless](https://650group.com/blog/category/parallel-wireless/)
- [SD-RAN](https://650group.com/blog/category/sd-ran/)
- [Siemens](https://650group.com/blog/category/siemens/)
- [Telecom Infra Project](https://650group.com/blog/category/telecom-infra-project/)
- [ZTE](https://650group.com/blog/category/zte/)
- [800 G](https://650group.com/blog/category/800-g/)
- [Coherent Pluggable](https://650group.com/blog/category/coherent-pluggable/)
- [DCI](https://650group.com/blog/category/dci/)
- [Infinera](https://650group.com/blog/category/infinera/)
- [Metro Optical](https://650group.com/blog/category/metro-optical/)
- [Mixing Bauds](https://650group.com/blog/category/mixing-bauds/)
- [ROADM](https://650group.com/blog/category/roadm/)
- [SD Branch](https://650group.com/blog/category/sd-branch/)
- [SDWAN](https://650group.com/blog/category/sdwan/)
- [Cisco ICE](https://650group.com/blog/category/cisco-ice/)
- [CyberX](https://650group.com/blog/category/cyberx/)
- [ENAC](https://650group.com/blog/category/enac/)
- [Forescout](https://650group.com/blog/category/forescout/)
- [OTAC](https://650group.com/blog/category/otac/)
- [Posture Assessment](https://650group.com/blog/category/posture-assessment/)
- [ATMDigital](https://650group.com/blog/category/atmdigital/)
- [CX 6200](https://650group.com/blog/category/cx-6200/)
- [ESP](https://650group.com/blog/category/esp/)
- [Greenlake](https://650group.com/blog/category/greenlake/)
- [Single-pane](https://650group.com/blog/category/single-pane/)
- [UXI-6](https://650group.com/blog/category/uxi-6/)
- [Bluetooth](https://650group.com/blog/category/bluetooth/)
- [COVID-19](https://650group.com/blog/category/covid-19/)
- [Hotspot Tracking](https://650group.com/blog/category/hotspot-tracking/)
- [White Paper](https://650group.com/blog/category/white-paper/)
- [Wi-Fi](https://650group.com/blog/category/wi-fi/)
- [50 Gbps](https://650group.com/blog/category/50-gbps/)
- [ETSI](https://650group.com/blog/category/etsi/)
- [Fronthaul](https://650group.com/blog/category/fronthaul/)
- [HAS2020](https://650group.com/blog/category/has2020/)
- [Optical LAN](https://650group.com/blog/category/optical-lan/)
- [PON](https://650group.com/blog/category/pon/)
- [2.4 GHz](https://650group.com/blog/category/2-4-ghz/)
- [5.925](https://650group.com/blog/category/5-925/)
- [5 Ghz](https://650group.com/blog/category/5-ghz/)
- [6 GHz](https://650group.com/blog/category/6-ghz/)
- [7.125](https://650group.com/blog/category/7-125/)
- [AFC](https://650group.com/blog/category/afc/)
- [Airspan](https://650group.com/blog/category/airspan/)
- [AT&T](https://650group.com/blog/category/att/)
- [Cambium](https://650group.com/blog/category/cambium/)
- [Celeno](https://650group.com/blog/category/celeno/)
- [Common Networks](https://650group.com/blog/category/common-networks/)
- [Commscope](https://650group.com/blog/category/commscope/)
- [Etheric](https://650group.com/blog/category/etheric/)
- [Extreme Networks](https://650group.com/blog/category/extreme-networks/)
- [FCC](https://650group.com/blog/category/fcc/)
- [Federated Wireless](https://650group.com/blog/category/federated-wireless/)
- [Mediatek](https://650group.com/blog/category/mediatek/)
- [Netgear](https://650group.com/blog/category/netgear/)
- [On Semiconductor](https://650group.com/blog/category/on-semiconductor/)
- [Qualcomm](https://650group.com/blog/category/qualcomm/)
- [Realtek](https://650group.com/blog/category/realtek/)
- [Technicolor](https://650group.com/blog/category/technicolor/)
- [T-Mobile](https://650group.com/blog/category/t-mobile/)
- [Verizon](https://650group.com/blog/category/verizon/)
- [Affirmed Networks](https://650group.com/blog/category/affirmed-networks/)
- [CBRS](https://650group.com/blog/category/cbrs/)
- [EPC](https://650group.com/blog/category/epc/)
- [Skype](https://650group.com/blog/category/skype/)
- [VEPC](https://650group.com/blog/category/vepc/)
- [SAS](https://650group.com/blog/category/sas/)
- [Unlicensed](https://650group.com/blog/category/unlicensed/)
- [Air Pass](https://650group.com/blog/category/air-pass/)
- [Aptilo](https://650group.com/blog/category/aptilo/)
- [DAS](https://650group.com/blog/category/das/)
- [MWC](https://650group.com/blog/category/mwc/)
- [Passpoint](https://650group.com/blog/category/passpoint/)
- [Small Cell](https://650group.com/blog/category/small-cell/)
- [WiFi Alliance](https://650group.com/blog/category/wifi-alliance/)
- [Baicells](https://650group.com/blog/category/baicells/)
- [Corning](https://650group.com/blog/category/corning/)
- [MWC20](https://650group.com/blog/category/mwc20/)
- [OPPO](https://650group.com/blog/category/oppo/)
- [Samsung](https://650group.com/blog/category/samsung/)
- [Sercomm](https://650group.com/blog/category/sercomm/)
- [Snapdragon 865](https://650group.com/blog/category/snapdragon-865/)
- [T&W](https://650group.com/blog/category/tw/)
- [UltraSAW](https://650group.com/blog/category/ultrasaw/)
- [Xiaomi](https://650group.com/blog/category/xiaomi/)
- [ASR 9000](https://650group.com/blog/category/asr-9000/)
- [CDN](https://650group.com/blog/category/cdn/)
- [CPRI](https://650group.com/blog/category/cpri/)
- [Crosswork](https://650group.com/blog/category/crosswork/)
- [IoT Control Center](https://650group.com/blog/category/iot-control-center/)
- [LTE](https://650group.com/blog/category/lte/)
- [NCS 5700](https://650group.com/blog/category/ncs-5700/)
- [NEC 540](https://650group.com/blog/category/nec-540/)
- [OpenRAN](https://650group.com/blog/category/openran/)
- [Unified Domain Center](https://650group.com/blog/category/unified-domain-center/)
- [3.5 GHz](https://650group.com/blog/category/3-5-ghz/)
- [10 Gbps Ethernet](https://650group.com/blog/category/10-gbps-ethernet/)
- [Coronavirus](https://650group.com/blog/category/coronavirus/)
- [Corvid-19](https://650group.com/blog/category/corvid-19/)
- [MultiGig](https://650group.com/blog/category/multigig/)
- [Wi-F 6E](https://650group.com/blog/category/wi-f-6e/)
- [FP-4](https://650group.com/blog/category/fp-4/)
- [FPGA](https://650group.com/blog/category/fpga/)
- [GPON](https://650group.com/blog/category/gpon/)
- [Multefire](https://650group.com/blog/category/multefire/)
- [Private LTE](https://650group.com/blog/category/private-lte/)
- [PSE 3](https://650group.com/blog/category/pse-3/)
- [Reefshark](https://650group.com/blog/category/reefshark/)
- [802.11ah](https://650group.com/blog/category/802-11ah/)
- [Newracomm](https://650group.com/blog/category/newracomm/)
- [Ofcom](https://650group.com/blog/category/ofcom/)
- [WiFiNOW](https://650group.com/blog/category/wifinow/)
- [ARM](https://650group.com/blog/category/arm/)
- [GPU](https://650group.com/blog/category/gpu/)
- [ORAN](https://650group.com/blog/category/oran/)
- [Vodafone](https://650group.com/blog/category/vodafone/)
- [VoLTE](https://650group.com/blog/category/volte/)
- [900 MHz](https://650group.com/blog/category/900-mhz/)
- [Mobile RAN](https://650group.com/blog/category/mobile-ran/)
- [MWCa](https://650group.com/blog/category/mwca/)
- [OnGo](https://650group.com/blog/category/ongo/)
- [3GPP](https://650group.com/blog/category/3gpp/)
- [5G Americas](https://650group.com/blog/category/5g-americas/)
- [C-Band](https://650group.com/blog/category/c-band/)
- [LAA](https://650group.com/blog/category/laa/)
- [Massive MIMO](https://650group.com/blog/category/massive-mimo/)
- [MEC](https://650group.com/blog/category/mec/)
- [Mobile Edge Computing](https://650group.com/blog/category/mobile-edge-computing/)
- [Shaw Communications](https://650group.com/blog/category/shaw-communications/)
- [Sprint](https://650group.com/blog/category/sprint/)
- [StandAlone](https://650group.com/blog/category/standalone/)
- [VRAN](https://650group.com/blog/category/vran/)
- [100 Gbps](https://650group.com/blog/category/100-gbps/)
- [Accelleran](https://650group.com/blog/category/accelleran/)
- [AMIT Wireless](https://650group.com/blog/category/amit-wireless/)
- [Backhaul](https://650group.com/blog/category/backhaul/)
- [Bai Cells](https://650group.com/blog/category/bai-cells/)
- [BEC Technologies](https://650group.com/blog/category/bec-technologies/)
- [BLINQ](https://650group.com/blog/category/blinq/)
- [Charter Communications](https://650group.com/blog/category/charter-communications/)
- [Comba](https://650group.com/blog/category/comba/)
- [Encore](https://650group.com/blog/category/encore/)
- [Ethernet](https://650group.com/blog/category/ethernet/)
- [GAA](https://650group.com/blog/category/gaa/)
- [ICD](https://650group.com/blog/category/icd/)
- [Ip Access](https://650group.com/blog/category/ip-access/)
- [LG Electronics](https://650group.com/blog/category/lg-electronics/)
- [Michael P. O'Reilly](https://650group.com/blog/category/michael-p-oreilly/)
- [Motorola Solutions](https://650group.com/blog/category/motorola-solutions/)
- [MSO](https://650group.com/blog/category/mso/)
- [MultiTech](https://650group.com/blog/category/multitech/)
- [PAL](https://650group.com/blog/category/pal/)
- [Ruckus](https://650group.com/blog/category/ruckus/)
- [Sequans](https://650group.com/blog/category/sequans/)
- [Sierra Wireless](https://650group.com/blog/category/sierra-wireless/)
- [Telit](https://650group.com/blog/category/telit/)
- [Westell](https://650group.com/blog/category/westell/)
- [Zigbee](https://650group.com/blog/category/zigbee/)
- [Zyxel](https://650group.com/blog/category/zyxel/)
- [14.4 Tbps](https://650group.com/blog/category/14-4-tbps/)
- [400 Gbps](https://650group.com/blog/category/400-gbps/)
- [Artificial Intelligence](https://650group.com/blog/category/artificial-intelligence/)
- [Junos](https://650group.com/blog/category/junos/)
- [Comcast](https://650group.com/blog/category/comcast/)
- [Firewall](https://650group.com/blog/category/firewall/)
- [Managed Services](https://650group.com/blog/category/managed-services/)
- [Mid-market](https://650group.com/blog/category/mid-market/)
- [UCPE](https://650group.com/blog/category/ucpe/)
- [UTM](https://650group.com/blog/category/utm/)
- [Versa Networks](https://650group.com/blog/category/versa-networks/)
- [VNF](https://650group.com/blog/category/vnf/)
- [VSBC](https://650group.com/blog/category/vsbc/)
- [AMD](https://650group.com/blog/category/amd/)
- [Boingo](https://650group.com/blog/category/boingo/)
- [Millimeter-wave](https://650group.com/blog/category/millimeter-wave/)
- [MU MIMO](https://650group.com/blog/category/mu-mimo/)
- [OFDMA](https://650group.com/blog/category/ofdma/)
- [Rivet Networks](https://650group.com/blog/category/rivet-networks/)
- [TWT](https://650group.com/blog/category/twt/)
- [Arista](https://650group.com/blog/category/arista/)
- [Cloud-managed](https://650group.com/blog/category/cloud-managed/)
- [Mojo Networks](https://650group.com/blog/category/mojo-networks/)
- [Riverbed](https://650group.com/blog/category/riverbed/)
- [Xirrus](https://650group.com/blog/category/xirrus/)
- [Entity List](https://650group.com/blog/category/entity-list/)
- [Smartphone](https://650group.com/blog/category/smartphone/)
- [Aerohive](https://650group.com/blog/category/aerohive/)
- [Zebra](https://650group.com/blog/category/zebra/)
- [MACSec](https://650group.com/blog/category/macsec/)
- [ASUS](https://650group.com/blog/category/asus/)
- [German Edge Cloud](https://650group.com/blog/category/german-edge-cloud/)
- [Open19](https://650group.com/blog/category/open19/)
- [VaporIO](https://650group.com/blog/category/vaporio/)
- [China Mobile](https://650group.com/blog/category/china-mobile/)
- [DOCOMO](https://650group.com/blog/category/docomo/)
- [Ixia](https://650group.com/blog/category/ixia/)
- [KDDI](https://650group.com/blog/category/kddi/)
- [Keysight](https://650group.com/blog/category/keysight/)
- [KT](https://650group.com/blog/category/kt/)
- [LG UPlus](https://650group.com/blog/category/lg-uplus/)
- [Megafon](https://650group.com/blog/category/megafon/)
- [Rostelecom](https://650group.com/blog/category/rostelecom/)
- [SK Telecom](https://650group.com/blog/category/sk-telecom/)
- [Alibaba](https://650group.com/blog/category/alibaba/)
- [Baidu](https://650group.com/blog/category/baidu/)
- [BIS](https://650group.com/blog/category/bis/)
- [Bureau Of Industry And Security](https://650group.com/blog/category/bureau-of-industry-and-security/)
- [HAS2018](https://650group.com/blog/category/has2018/)
- [HAS2019](https://650group.com/blog/category/has2019/)
- [Marco Rubio](https://650group.com/blog/category/marco-rubio/)
- [Server](https://650group.com/blog/category/server/)
- [Tencent](https://650group.com/blog/category/tencent/)
- [Xilinx](https://650group.com/blog/category/xilinx/)
- [Analytics](https://650group.com/blog/category/analytics/)
- [BT](https://650group.com/blog/category/bt/)
- [CPaaS](https://650group.com/blog/category/cpaas/)
- [Hong Kong Broadband](https://650group.com/blog/category/hong-kong-broadband/)
- [IMS](https://650group.com/blog/category/ims/)
- [NUWAVE](https://650group.com/blog/category/nuwave/)
- [Optus](https://650group.com/blog/category/optus/)
- [RBBN](https://650group.com/blog/category/rbbn/)
- [Ribbon](https://650group.com/blog/category/ribbon/)
- [SBC](https://650group.com/blog/category/sbc/)
- [Security](https://650group.com/blog/category/security/)
- [SIP Trunking](https://650group.com/blog/category/sip-trunking/)
- [UCaaS](https://650group.com/blog/category/ucaas/)
- [Apple](https://650group.com/blog/category/apple/)
- [Ascend 310](https://650group.com/blog/category/ascend-310/)
- [Atlas 200](https://650group.com/blog/category/atlas-200/)
- [Balong](https://650group.com/blog/category/balong/)
- [Kungpeng](https://650group.com/blog/category/kungpeng/)
- [NPU](https://650group.com/blog/category/npu/)
- [OptiXtreme H6](https://650group.com/blog/category/optixtreme-h6/)
- [SingleRAN](https://650group.com/blog/category/singleran/)
- [SingleRAN Pro](https://650group.com/blog/category/singleran-pro/)
- [Swisscom](https://650group.com/blog/category/swisscom/)
- [Tiangang](https://650group.com/blog/category/tiangang/)
- [AP530](https://650group.com/blog/category/ap530/)
- [AP550](https://650group.com/blog/category/ap550/)
- [ATM19](https://650group.com/blog/category/atm19/)
- [Atmosphere](https://650group.com/blog/category/atmosphere/)
- [BLE5](https://650group.com/blog/category/ble5/)
- [Machine Learning](https://650group.com/blog/category/machine-learning/)
- [Ocp2019](https://650group.com/blog/category/ocp2019/)
- [Ocpsummit](https://650group.com/blog/category/ocpsummit/)
- [Verilog](https://650group.com/blog/category/verilog/)
- [Zipline](https://650group.com/blog/category/zipline/)
- [Campus Switch](https://650group.com/blog/category/campus-switch/)
- [Dartmouth](https://650group.com/blog/category/dartmouth/)
- [Walt Disney](https://650group.com/blog/category/walt-disney/)
- [5G Fixed Wireless Access](https://650group.com/blog/category/5g-fixed-wireless-access/)
- [5G Taxi](https://650group.com/blog/category/5g-taxi/)
- [IBM](https://650group.com/blog/category/ibm/)
- [Italtel](https://650group.com/blog/category/italtel/)
- [MWC19](https://650group.com/blog/category/mwc19/)
- [Oracle](https://650group.com/blog/category/oracle/)
- [Oreedoo](https://650group.com/blog/category/oreedoo/)
- [STC](https://650group.com/blog/category/stc/)
- [Wi-Fi 6](https://650group.com/blog/category/wi-fi-6/)
- [Avaya](https://650group.com/blog/category/avaya/)
- [Arris](https://650group.com/blog/category/arris/)
- [Consumer Mesh](https://650group.com/blog/category/consumer-mesh/)
- [D-Link](https://650group.com/blog/category/d-link/)
- [Eero](https://650group.com/blog/category/eero/)
- [Mesh WiFi](https://650group.com/blog/category/mesh-wifi/)
- [TP-Link](https://650group.com/blog/category/tp-link/)
- [DDR4](https://650group.com/blog/category/ddr4/)
- [DELL](https://650group.com/blog/category/dell/)
- [DRAM](https://650group.com/blog/category/dram/)
- [Flash](https://650group.com/blog/category/flash/)
- [HDD](https://650group.com/blog/category/hdd/)
- [NetApp](https://650group.com/blog/category/netapp/)
- [OmniXtend](https://650group.com/blog/category/omnixtend/)
- [Pure Storage](https://650group.com/blog/category/pure-storage/)
- [RISC](https://650group.com/blog/category/risc/)
- [Sandisk](https://650group.com/blog/category/sandisk/)
- [WDC](https://650group.com/blog/category/wdc/)
- [Western Digital Corporation](https://650group.com/blog/category/western-digital-corporation/)
- [China Telecom](https://650group.com/blog/category/china-telecom/)
- [China Unicom](https://650group.com/blog/category/china-unicom/)
- [CSCF](https://650group.com/blog/category/cscf/)
- [Fixed Wireless Access](https://650group.com/blog/category/fixed-wireless-access/)
- [Network Slicing](https://650group.com/blog/category/network-slicing/)
- [Telia](https://650group.com/blog/category/telia/)
- [WiGig](https://650group.com/blog/category/wigig/)
- [5G Core](https://650group.com/blog/category/5g-core/)
- [Cloud RAN](https://650group.com/blog/category/cloud-ran/)
- [RCS](https://650group.com/blog/category/rcs/)
- [XRAN](https://650group.com/blog/category/xran/)
- [CUPS](https://650group.com/blog/category/cups/)
- [Midband](https://650group.com/blog/category/midband/)
- [New Radio](https://650group.com/blog/category/new-radio/)
- [600 Mhz](https://650group.com/blog/category/600-mhz/)
- [Ooka](https://650group.com/blog/category/ooka/)
- [Spark](https://650group.com/blog/category/spark/)
- [ECI Telecom](https://650group.com/blog/category/eci-telecom/)
- [Ericsson Router 6000](https://650group.com/blog/category/ericsson-router-6000/)
- [MX](https://650group.com/blog/category/mx/)
- [PTX](https://650group.com/blog/category/ptx/)
- [Router](https://650group.com/blog/category/router/)
- [SRX](https://650group.com/blog/category/srx/)
- [Cable Modem](https://650group.com/blog/category/cable-modem/)
- [OLT](https://650group.com/blog/category/olt/)
- [ONT](https://650group.com/blog/category/ont/)
- [VDSL](https://650group.com/blog/category/vdsl/)
- [ADC](https://650group.com/blog/category/adc/)
- [F5](https://650group.com/blog/category/f5/)
- [H3C](https://650group.com/blog/category/h3c/)
- [Alan Weckel](https://650group.com/blog/category/alan-weckel/)
- [Catalyst 9000](https://650group.com/blog/category/catalyst-9000/)
- [GENBAND](https://650group.com/blog/category/genband/)
- [Kandy](https://650group.com/blog/category/kandy/)
- [Sonus](https://650group.com/blog/category/sonus/)
- [Twilio](https://650group.com/blog/category/twilio/)
- [Cognitive Wi-Fi](https://650group.com/blog/category/cognitive-wi-fi/)
- [Mist](https://650group.com/blog/category/mist/)
- [Quantenna](https://650group.com/blog/category/quantenna/)
- [A3](https://650group.com/blog/category/a3/)
- [Extreme](https://650group.com/blog/category/extreme/)
- [Multi Gig](https://650group.com/blog/category/multi-gig/)
- [NBASE T](https://650group.com/blog/category/nbase-t/)
- [AFF A800](https://650group.com/blog/category/aff-a800/)
- [Cloud Volumes](https://650group.com/blog/category/cloud-volumes/)
- [Fibre Channel](https://650group.com/blog/category/fibre-channel/)
- [NVMe](https://650group.com/blog/category/nvme/)
- [NVMeoFC](https://650group.com/blog/category/nvmeofc/)
- [Campus Switching](https://650group.com/blog/category/campus-switching/)
- [Cat 6500](https://650group.com/blog/category/cat-6500/)
- [Airframe](https://650group.com/blog/category/airframe/)
- [Centurytel](https://650group.com/blog/category/centurytel/)
- [Layer123](https://650group.com/blog/category/layer123/)
- [MANO](https://650group.com/blog/category/mano/)
- [Netcracker](https://650group.com/blog/category/netcracker/)
- [NFV](https://650group.com/blog/category/nfv/)
- [ONAP](https://650group.com/blog/category/onap/)
- [SDN](https://650group.com/blog/category/sdn/)
- [VICTOR](https://650group.com/blog/category/victor/)
- [All Flash Array](https://650group.com/blog/category/all-flash-array/)
- [EMC](https://650group.com/blog/category/emc/)
- [Hyperconverged](https://650group.com/blog/category/hyperconverged/)
- [Quad Level Cell](https://650group.com/blog/category/quad-level-cell/)
- [Aquto](https://650group.com/blog/category/aquto/)
- [Chatbot](https://650group.com/blog/category/chatbot/)
- [MWC18](https://650group.com/blog/category/mwc18/)
- [Zero-Rating](https://650group.com/blog/category/zero-rating/)
- [DOCSIS](https://650group.com/blog/category/docsis/)
- [EPON](https://650group.com/blog/category/epon/)
- [Dropbox](https://650group.com/blog/category/dropbox/)
- [Las Vegas](https://650group.com/blog/category/las-vegas/)
- [NetInsight](https://650group.com/blog/category/netinsight/)
- [BGP](https://650group.com/blog/category/bgp/)
- [Big Switch](https://650group.com/blog/category/big-switch/)
- [Co-packaged Optics](https://650group.com/blog/category/co-packaged-optics/)
- [Edgecore](https://650group.com/blog/category/edgecore/)
- [FBOSS](https://650group.com/blog/category/fboss/)
- [Marvell](https://650group.com/blog/category/marvell/)
- [P4](https://650group.com/blog/category/p4/)
- [Project Denali](https://650group.com/blog/category/project-denali/)
- [SSD](https://650group.com/blog/category/ssd/)
- [Western Digital](https://650group.com/blog/category/western-digital/)
- [ACX6360](https://650group.com/blog/category/acx6360/)
- [DD QSFP](https://650group.com/blog/category/dd-qsfp/)
- [MPLS](https://650group.com/blog/category/mpls/)
- [OFC](https://650group.com/blog/category/ofc/)
- [#OFC18](https://650group.com/blog/category/ofc18/)
- [Optical](https://650group.com/blog/category/optical/)
- [OSFP](https://650group.com/blog/category/osfp/)
- [Packet Optical](https://650group.com/blog/category/packet-optical/)
- [Alcatel Lucent Enterprise](https://650group.com/blog/category/alcatel-lucent-enterprise/)
- [BLE](https://650group.com/blog/category/ble/)
- [BLE Beacon](https://650group.com/blog/category/ble-beacon/)
- [Geofencing](https://650group.com/blog/category/geofencing/)
- [Location Based Service](https://650group.com/blog/category/location-based-service/)
- [Way Finder](https://650group.com/blog/category/way-finder/)
- [200 Gbps](https://650group.com/blog/category/200-gbps/)
- [50 Gbps SERDES](https://650group.com/blog/category/50-gbps-serdes/)
- [OIF](https://650group.com/blog/category/oif/)
- [112 Gbps SERDES](https://650group.com/blog/category/112-gbps-serdes/)
- [12.8 Tbps](https://650group.com/blog/category/12-8-tbps/)
- [56 Gbps SERDES](https://650group.com/blog/category/56-gbps-serdes/)
- [800 Gbps](https://650group.com/blog/category/800-gbps/)
- [Tomahawk 3](https://650group.com/blog/category/tomahawk-3/)
- [Contrail](https://650group.com/blog/category/contrail/)
- [Linux](https://650group.com/blog/category/linux/)
- [Twitter](https://650group.com/blog/category/twitter/)
- [28 Ghz](https://650group.com/blog/category/28-ghz/)
- [BELL](https://650group.com/blog/category/bell/)
- [Deutsche Telekom](https://650group.com/blog/category/deutsche-telekom/)
- [HWMBBF](https://650group.com/blog/category/hwmbbf/)
- [NTT](https://650group.com/blog/category/ntt/)
- [Orange](https://650group.com/blog/category/orange/)
- [Softbank](https://650group.com/blog/category/softbank/)
- [Telefonica](https://650group.com/blog/category/telefonica/)
- [Telus](https://650group.com/blog/category/telus/)
- [Stellar](https://650group.com/blog/category/stellar/)
- [CPE](https://650group.com/blog/category/cpe/)
- [Deutsche Bank](https://650group.com/blog/category/deutsche-bank/)
- [Broadband](https://650group.com/blog/category/broadband/)
- [Gainspeed](https://650group.com/blog/category/gainspeed/)
- [AFA](https://650group.com/blog/category/afa/)
- [FMS](https://650group.com/blog/category/fms/)
- [DPDK](https://650group.com/blog/category/dpdk/)
- [Wind River](https://650group.com/blog/category/wind-river/)
- [White Box](https://650group.com/blog/category/white-box/)
- [Consolidation](https://650group.com/blog/category/consolidation/)
- [Wan Optimization](https://650group.com/blog/category/wan-optimization/)
- [Apstra](https://650group.com/blog/category/apstra/)
- [CEOS](https://650group.com/blog/category/ceos/)
- [Cumulus](https://650group.com/blog/category/cumulus/)
- [Delta](https://650group.com/blog/category/delta/)
- [OCP](https://650group.com/blog/category/ocp/)
- [Quanta](https://650group.com/blog/category/quanta/)
- [Network Services Orchestrator](https://650group.com/blog/category/network-services-orchestrator/)
- [Borje Ekholm](https://650group.com/blog/category/borje-ekholm/)
- [LTE-U](https://650group.com/blog/category/lte-u/)
- [Neville Ray](https://650group.com/blog/category/neville-ray/)
- [TMUS](https://650group.com/blog/category/tmus/)
- [Virtualization](https://650group.com/blog/category/virtualization/)
- [Hyperscalers](https://650group.com/blog/category/hyperscalers/)
- [SONiC](https://650group.com/blog/category/sonic/)
- [Innovium](https://650group.com/blog/category/innovium/)
- [Nvidia](https://650group.com/blog/category/nvidia/)
- [Cloud Report](https://650group.com/blog/category/cloud-report/)
- [GCP](https://650group.com/blog/category/gcp/)
- [Colocation](https://650group.com/blog/category/colocation/)
- [Multicloud](https://650group.com/blog/category/multicloud/)
- [Hardened Switches](https://650group.com/blog/category/hardened-switches/)
- [Industrial Ethernet](https://650group.com/blog/category/industrial-ethernet/)
- [Manufacturing](https://650group.com/blog/category/manufacturing/)
- [25 Gbps](https://650group.com/blog/category/25-gbps/)
- [Trade War](https://650group.com/blog/category/trade-war/)
- [Alcatel Lucent](https://650group.com/blog/category/alcatel-lucent/)
- [Arris/Ruckus Wireless](https://650group.com/blog/category/arris-ruckus-wireless/)
- [Barefoot Networks](https://650group.com/blog/category/barefoot-networks/)
- [Cavium](https://650group.com/blog/category/cavium/)
- [Mellanox](https://650group.com/blog/category/mellanox/)
- [Nephos](https://650group.com/blog/category/nephos/)
- [40 Gbps](https://650group.com/blog/category/40-gbps/)
- [Unified Access](https://650group.com/blog/category/unified-access/)
- [Brocade](https://650group.com/blog/category/brocade/)
- [Copper](https://650group.com/blog/category/copper/)
- [Optical Transport](https://650group.com/blog/category/optical-transport/)
- [Routing](https://650group.com/blog/category/routing/)
- [Telecom Core](https://650group.com/blog/category/telecom-core/)
- [Accelerate2022](https://650group.com/blog/category/accelerate2022/)
- [Asic](https://650group.com/blog/category/asic/)
- [FortiCare](https://650group.com/blog/category/forticare/)
- [FortiGuard](https://650group.com/blog/category/fortiguard/)
- [FortiOS](https://650group.com/blog/category/fortios/)
- [FortiTrust](https://650group.com/blog/category/fortitrust/)
- [HAS2022](https://650group.com/blog/category/has2022/)
- [Huawei Analyst Summit 2022](https://650group.com/blog/category/huawei-analyst-summit-2022/)
- [Ken Hu](https://650group.com/blog/category/ken-hu/)
- [Asics](https://650group.com/blog/category/asics/)
- [DPU](https://650group.com/blog/category/dpu/)
- [John Chambers](https://650group.com/blog/category/john-chambers/)
- [NetConductor](https://650group.com/blog/category/netconductor/)
- [Pensando](https://650group.com/blog/category/pensando/)
- [Wi-Fi Locations Services](https://650group.com/blog/category/wi-fi-locations-services/)
- [5G SA](https://650group.com/blog/category/5g-sa/)
- [Askey](https://650group.com/blog/category/askey/)
- [JMA Wireless](https://650group.com/blog/category/jma-wireless/)
- [Node-H](https://650group.com/blog/category/node-h/)
- [Private 5G](https://650group.com/blog/category/private-5g/)
- [Rakuten Symphony](https://650group.com/blog/category/rakuten-symphony/)
- [Symworld](https://650group.com/blog/category/symworld/)
- [Application Performance Management](https://650group.com/blog/category/application-performance-management/)
- [AppScope](https://650group.com/blog/category/appscope/)
- [Cribl](https://650group.com/blog/category/cribl/)
- [Dritan Bitincka](https://650group.com/blog/category/dritan-bitincka/)
- [LogStream](https://650group.com/blog/category/logstream/)
- [Observability Lake](https://650group.com/blog/category/observability-lake/)
- [Anthos](https://650group.com/blog/category/anthos/)
- [Kubernetes](https://650group.com/blog/category/kubernetes/)
- [RIC](https://650group.com/blog/category/ric/)
- [RRU](https://650group.com/blog/category/rru/)
- [Tanzu](https://650group.com/blog/category/tanzu/)
- [Chef](https://650group.com/blog/category/chef/)
- [Elasticsearch](https://650group.com/blog/category/elasticsearch/)
- [Puppet](https://650group.com/blog/category/puppet/)
- [S3](https://650group.com/blog/category/s3/)
- [Splunk](https://650group.com/blog/category/splunk/)
- [Koch Brothers](https://650group.com/blog/category/koch-brothers/)
- [VMWare](https://650group.com/blog/category/vmware/)
- [Silicon Valley](https://650group.com/blog/category/silicon-valley/)
- [Crowdstrike](https://650group.com/blog/category/crowdstrike/)
- [DataDog](https://650group.com/blog/category/datadog/)
- [Logstream 3.2.0](https://650group.com/blog/category/logstream-3-2-0/)
- [New Relic](https://650group.com/blog/category/new-relic/)
- [OpenTelemetry](https://650group.com/blog/category/opentelemetry/)
- [Serdes](https://650group.com/blog/category/serdes/)
- [British Telecom](https://650group.com/blog/category/british-telecom/)
- [FWaaS](https://650group.com/blog/category/fwaas/)
- [Infovista](https://650group.com/blog/category/infovista/)
- [Ipanema](https://650group.com/blog/category/ipanema/)
- [Orange Business Services](https://650group.com/blog/category/orange-business-services/)
- [1&1](https://650group.com/blog/category/11/)
- [RCP Symphony](https://650group.com/blog/category/rcp-symphony/)
- [Adam Selipsky](https://650group.com/blog/category/adam-selipsky/)
- [AI-on-5G](https://650group.com/blog/category/ai-on-5g/)
- [EdgeQ](https://650group.com/blog/category/edgeq/)
- [LEO](https://650group.com/blog/category/leo/)
- [MWC21](https://650group.com/blog/category/mwc21/)
- [OpenWiFi](https://650group.com/blog/category/openwifi/)
- [Wireless](https://650group.com/blog/category/wireless/)
- [Semiconductors](https://650group.com/blog/category/semiconductors/)
- [Wi-fi6](https://650group.com/blog/category/wi-fi6/)
- [Wi-fi7](https://650group.com/blog/category/wi-fi7/)
- [Witesand](https://650group.com/blog/category/witesand/)
- [Enterprise](https://650group.com/blog/category/enterprise/)
- [Composability](https://650group.com/blog/category/composability/)
- [CAF2](https://650group.com/blog/category/caf2/)
- [Dirk Gates](https://650group.com/blog/category/dirk-gates/)
- [Nathan Stooke](https://650group.com/blog/category/nathan-stooke/)
- [Tarana Wireless](https://650group.com/blog/category/tarana-wireless/)
- [Wisper Internet](https://650group.com/blog/category/wisper-internet/)
- [gigamon](https://650group.com/blog/category/gigamon/)
- [forecast](https://650group.com/blog/category/forecast/)
- [meta](https://650group.com/blog/category/meta/)
- [AEC](https://650group.com/blog/category/aec/)
- [ISPs](https://650group.com/blog/category/isps/)
- [Service Providers](https://650group.com/blog/category/service-providers/)
- [SpaceX](https://650group.com/blog/category/spacex/)
- [Elon Musk](https://650group.com/blog/category/elon-musk/)
- [AST Mobile](https://650group.com/blog/category/ast-mobile/)
- [Broadband Satellite](https://650group.com/blog/category/broadband-satellite/)
- [Broadband Satellite forecast report](https://650group.com/blog/category/broadband-satellite-forecast-report/)
- [Gen 2 LEO satellite](https://650group.com/blog/category/gen-2-leo-satellite/)
- [Occupy Mars](https://650group.com/blog/category/occupy-mars/)
- [drivenets](https://650group.com/blog/category/drivenets/)
- [telecom](https://650group.com/blog/category/telecom/)
- [networking](https://650group.com/blog/category/networking/)
- [switching](https://650group.com/blog/category/switching/)
- [ethernet switching](https://650group.com/blog/category/ethernet-switching/)
- [active electrical cable](https://650group.com/blog/category/active-electrical-cable/)
- [credo](https://650group.com/blog/category/credo/)
- [Data Center Switching](https://650group.com/blog/category/data-center-switching/)
- [2Q22](https://650group.com/blog/category/2q22/)
- [acquisition](https://650group.com/blog/category/acquisition/)
- [Network As A Service](https://650group.com/blog/category/network-as-a-service/)
- [Multi-Cloud](https://650group.com/blog/category/multi-cloud/)
- [2020 Results](https://650group.com/blog/category/2020-results/)
- [Forbes](https://650group.com/blog/category/forbes/)
- [Chris DePuy](https://650group.com/blog/category/chris-depuy/)
- [open source](https://650group.com/blog/category/open-source/)
- [open networking](https://650group.com/blog/category/open-networking/)
- [industrial switching](https://650group.com/blog/category/industrial-switching/)
- [smart cities](https://650group.com/blog/category/smart-cities/)
- [OT](https://650group.com/blog/category/ot/)
- [single pair](https://650group.com/blog/category/single-pair/)
- [UBBF2022](https://650group.com/blog/category/ubbf2022/)
- [F5.5G](https://650group.com/blog/category/f5-5g/)
- [IPv6](https://650group.com/blog/category/ipv6/)
- [Super C+L](https://650group.com/blog/category/super-cl/)
- [acc](https://650group.com/blog/category/acc/)
- [active copper](https://650group.com/blog/category/active-copper/)
- [cabling](https://650group.com/blog/category/cabling/)
- [interconnect](https://650group.com/blog/category/interconnect/)
- [silicon](https://650group.com/blog/category/silicon/)
- [nics](https://650group.com/blog/category/nics/)
- [Green](https://650group.com/blog/category/green/)
- [energy efficient](https://650group.com/blog/category/energy-efficient/)
- [800Gpbs](https://650group.com/blog/category/800gpbs/)
- [800Gbps](https://650group.com/blog/category/800gbps/)
- [infiniband](https://650group.com/blog/category/infiniband/)
- [CASB](https://650group.com/blog/category/casb/)
- [Canonic](https://650group.com/blog/category/canonic/)
- [SSPM](https://650group.com/blog/category/sspm/)
- [Supply Chain Security](https://650group.com/blog/category/supply-chain-security/)
- [chips](https://650group.com/blog/category/chips/)
- [chatGPT](https://650group.com/blog/category/chatgpt/)
- [MWC23](https://650group.com/blog/category/mwc23/)
- [Athonet](https://650group.com/blog/category/athonet/)
- [HPC](https://650group.com/blog/category/hpc/)
- [MSPs](https://650group.com/blog/category/msps/)
- [NileSecure](https://650group.com/blog/category/nilesecure/)
- [aruba](https://650group.com/blog/category/aruba/)
- [subscription](https://650group.com/blog/category/subscription/)
- [Versa](https://650group.com/blog/category/versa/)
- [DevOps](https://650group.com/blog/category/devops/)
- [deep observability](https://650group.com/blog/category/deep-observability/)
- [dynatrace](https://650group.com/blog/category/dynatrace/)
- [elastic](https://650group.com/blog/category/elastic/)
- [service provider](https://650group.com/blog/category/service-provider/)
- [isp](https://650group.com/blog/category/isp/)
- [Operational Technology](https://650group.com/blog/category/operational-technology/)
- [Cybersecurity](https://650group.com/blog/category/cybersecurity/)
- [SD-WAN](https://650group.com/blog/category/sd-wan-2/)
- [Secure Networking](https://650group.com/blog/category/secure-networking/)
- [Ken Xie](https://650group.com/blog/category/ken-xie/)
- [John Maddison](https://650group.com/blog/category/john-maddison/)
- [ZTNA](https://650group.com/blog/category/ztna/)
- [FortiManager](https://650group.com/blog/category/fortimanager/)
- [Single Vendor SASE](https://650group.com/blog/category/single-vendor-sase/)
- [Chris MacFarland](https://650group.com/blog/category/chris-macfarland/)
- [Masergy](https://650group.com/blog/category/masergy/)
- [Single Site SD-WAN](https://650group.com/blog/category/single-site-sd-wan/)
- [Comcast Business](https://650group.com/blog/category/comcast-business/)
- [cbanalystday](https://650group.com/blog/category/cbanalystday/)
- [supercomputing](https://650group.com/blog/category/supercomputing/)
- [Jensen Huang](https://650group.com/blog/category/jensen-huang/)
- [GTC2023](https://650group.com/blog/category/gtc2023/)
- [Huawei Analyst Summit 2023](https://650group.com/blog/category/huawei-analyst-summit-2023/)
- [HAS2023](https://650group.com/blog/category/has2023/)
- [SSE](https://650group.com/blog/category/sse/)
- [Axis Security](https://650group.com/blog/category/axis-security/)
- [XDR](https://650group.com/blog/category/xdr/)
- [Extended Detection and Response](https://650group.com/blog/category/extended-detection-and-response/)
- [EDR](https://650group.com/blog/category/edr/)
- [Endpoint Security](https://650group.com/blog/category/endpoint-security/)
- [NDR](https://650group.com/blog/category/ndr/)
- [Threat Intelligence](https://650group.com/blog/category/threat-intelligence/)
- [FortiEDR](https://650group.com/blog/category/fortiedr/)
- [Crowdstrike Falcon](https://650group.com/blog/category/crowdstrike-falcon/)
- [Trellix](https://650group.com/blog/category/trellix/)
- [#RSAC](https://650group.com/blog/category/rsac/)
- [RSAC23](https://650group.com/blog/category/rsac23/)
- [Marvis](https://650group.com/blog/category/marvis/)
- [AI Networking](https://650group.com/blog/category/ai-networking/)
- [University of Texas Dallas](https://650group.com/blog/category/university-of-texas-dallas/)
- [Rami Rahim](https://650group.com/blog/category/rami-rahim/)
- [Zoom API](https://650group.com/blog/category/zoom-api/)
- [GH200](https://650group.com/blog/category/gh200/)
- [Grace](https://650group.com/blog/category/grace/)
- [Hopper](https://650group.com/blog/category/hopper/)
- [programmable](https://650group.com/blog/category/programmable/)
- [ML](https://650group.com/blog/category/ml/)
- [datacenter](https://650group.com/blog/category/datacenter/)
- [edge networks](https://650group.com/blog/category/edge-networks/)
- [acc data center](https://650group.com/blog/category/acc-data-center/)
- [DAC](https://650group.com/blog/category/dac/)
- [switch](https://650group.com/blog/category/switch/)
- [enteprise](https://650group.com/blog/category/enteprise/)
- [BEAD](https://650group.com/blog/category/bead/)
- [iPhone](https://650group.com/blog/category/iphone/)
- [iPhone 15 Pro](https://650group.com/blog/category/iphone-15-pro/)
- [Wi-Fi 7](https://650group.com/blog/category/wi-fi-7/)
- [AST SpaceMobile](https://650group.com/blog/category/ast-spacemobile/)
- [RON](https://650group.com/blog/category/ron/)
- [ZR+](https://650group.com/blog/category/zr-2/)
- [PONC](https://650group.com/blog/category/ponc/)
- [NCS1010](https://650group.com/blog/category/ncs1010/)
- [DCO](https://650group.com/blog/category/dco/)
- [routing silicon](https://650group.com/blog/category/routing-silicon/)
- [clos](https://650group.com/blog/category/clos/)
- [Enterprise Agreement](https://650group.com/blog/category/enterprise-agreement/)
- [Full Stack Observability](https://650group.com/blog/category/full-stack-observability/)
- [Cisco Partner Conference](https://650group.com/blog/category/cisco-partner-conference/)
- [Cisco PXP](https://650group.com/blog/category/cisco-pxp/)
- [aviz](https://650group.com/blog/category/aviz/)
- [arrcus](https://650group.com/blog/category/arrcus/)
- [network](https://650group.com/blog/category/network/)
- [Peplink](https://650group.com/blog/category/peplink/)
- [Ruggedized Ethernet](https://650group.com/blog/category/ruggedized-ethernet/)
- [storage](https://650group.com/blog/category/storage/)
- [campus](https://650group.com/blog/category/campus/)
- [multi-gig](https://650group.com/blog/category/multi-gig-2/)
- [AI/ML](https://650group.com/blog/category/ai-ml/)
- [Cellular Routers](https://650group.com/blog/category/cellular-routers/)
- [MWC24](https://650group.com/blog/category/mwc24/)
- [18A](https://650group.com/blog/category/18a/)
- [Sierra Forest](https://650group.com/blog/category/sierra-forest/)
- [1.6TBE](https://650group.com/blog/category/1-6tbe/)
- [compute](https://650group.com/blog/category/compute/)
- [MAC](https://650group.com/blog/category/mac/)
- [Palo Alto Networks](https://650group.com/blog/category/palo-alto-networks/)
- [SOAR](https://650group.com/blog/category/soar/)
- [mfa](https://650group.com/blog/category/mfa/)
- [Secure Identity](https://650group.com/blog/category/secure-identity/)
- [Accelerate24](https://650group.com/blog/category/accelerate24/)
- [FortiOS 7.6](https://650group.com/blog/category/fortios-7-6/)
- [Generative AI](https://650group.com/blog/category/generative-ai/)
- [NGFW](https://650group.com/blog/category/ngfw/)
- [Dual-5G Modem](https://650group.com/blog/category/dual-5g-modem/)
- [OT Security](https://650group.com/blog/category/ot-security/)
- [RSA Conference](https://650group.com/blog/category/rsa-conference/)
- [RSAC24](https://650group.com/blog/category/rsac24/)
- [Moscone Center](https://650group.com/blog/category/moscone-center/)
- [FortiAI](https://650group.com/blog/category/fortiai/)
- [Hypershield](https://650group.com/blog/category/hypershield/)
- [AI Access](https://650group.com/blog/category/ai-access/)
- [AI SPM](https://650group.com/blog/category/ai-spm/)
- [AI Runtime](https://650group.com/blog/category/ai-runtime/)
- [Armis](https://650group.com/blog/category/armis/)
- [Cato Networks](https://650group.com/blog/category/cato-networks/)
- [Data Engine for IT and Security](https://650group.com/blog/category/data-engine-for-it-and-security/)
- [dSP](https://650group.com/blog/category/dsp/)
- [SIPho](https://650group.com/blog/category/sipho/)
- [silicon photonics](https://650group.com/blog/category/silicon-photonics/)
- [Direct-to-Cell](https://650group.com/blog/category/direct-to-cell/)
- [Telecom Disruption](https://650group.com/blog/category/telecom-disruption/)
- [PCIe](https://650group.com/blog/category/pcie/)
- [retimer](https://650group.com/blog/category/retimer/)
- [celestica](https://650group.com/blog/category/celestica/)
- [Lacework](https://650group.com/blog/category/lacework/)
- [CNAPP](https://650group.com/blog/category/cnapp/)
- [SIEM](https://650group.com/blog/category/siem/)
- [CSPM](https://650group.com/blog/category/cspm/)
- [AppSec](https://650group.com/blog/category/appsec/)
- [Wiz](https://650group.com/blog/category/wiz/)
- [QRadar](https://650group.com/blog/category/qradar/)
- [HPE Aruba Networking](https://650group.com/blog/category/hpe-aruba-networking/)
- [HPE Atmosphere 2024](https://650group.com/blog/category/hpe-atmosphere-2024/)
- [Atmosphere 2024](https://650group.com/blog/category/atmosphere-2024/)
- [P5G](https://650group.com/blog/category/p5g/)
- [OpsRamp](https://650group.com/blog/category/opsramp/)
- [NWN Carousel](https://650group.com/blog/category/nwn-carousel/)
- [GDT](https://650group.com/blog/category/gdt/)
- [Dynamic Application Prioritization](https://650group.com/blog/category/dynamic-application-prioritization/)
- [IoT Gateway](https://650group.com/blog/category/iot-gateway/)
- [RDMA](https://650group.com/blog/category/rdma/)
- [ROCE](https://650group.com/blog/category/roce/)
- [AI storage](https://650group.com/blog/category/ai-storage/)
- [LLM](https://650group.com/blog/category/llm/)
- [power consumption](https://650group.com/blog/category/power-consumption/)
- [1.6T](https://650group.com/blog/category/1-6t/)
- [800G ZR](https://650group.com/blog/category/800g-zr/)
- [1.6T ZR](https://650group.com/blog/category/1-6t-zr/)
- [PONC2024](https://650group.com/blog/category/ponc2024/)
- [400G LH ZR](https://650group.com/blog/category/400g-lh-zr/)
- [Colt](https://650group.com/blog/category/colt/)
- [WiFi7](https://650group.com/blog/category/wifi7/)
- [MWC-LV](https://650group.com/blog/category/mwc-lv/)
- [Packet Core](https://650group.com/blog/category/packet-core/)
- [Amphenol](https://650group.com/blog/category/amphenol/)
- [mosoLabs](https://650group.com/blog/category/mosolabs/)
- [Druid Software](https://650group.com/blog/category/druid-software/)
- [Pente](https://650group.com/blog/category/pente/)
- [Wilson Connectivity](https://650group.com/blog/category/wilson-connectivity/)
- [ADRF](https://650group.com/blog/category/adrf/)
- [Mobile Satellite Services Association](https://650group.com/blog/category/mobile-satellite-services-association/)
- [MSSA](https://650group.com/blog/category/mssa/)
- [Viasat](https://650group.com/blog/category/viasat/)
- [omnispace](https://650group.com/blog/category/omnispace/)
- [Ligado Networks](https://650group.com/blog/category/ligado-networks/)
- [TerreStar](https://650group.com/blog/category/terrestar/)
- [yahsat](https://650group.com/blog/category/yahsat/)
- [L-Band](https://650group.com/blog/category/l-band/)
- [S-Band](https://650group.com/blog/category/s-band/)
- [SuperMicro](https://650group.com/blog/category/supermicro/)
- [Bluefield-3 DPU](https://650group.com/blog/category/bluefield-3-dpu/)
- [Ethernet alliance](https://650group.com/blog/category/ethernet-alliance/)
- [MBBF24](https://650group.com/blog/category/mbbf24/)
- [M-Receiver](https://650group.com/blog/category/m-receiver/)
- [HaLow](https://650group.com/blog/category/halow/)
- [Morse Micro](https://650group.com/blog/category/morse-micro/)
- [CES](https://650group.com/blog/category/ces/)
- [supercluster](https://650group.com/blog/category/supercluster/)
- [chiplets](https://650group.com/blog/category/chiplets/)
- [2nm](https://650group.com/blog/category/2nm/)
- [MWC25](https://650group.com/blog/category/mwc25/)
- [5G Monetization](https://650group.com/blog/category/5g-monetization/)
- [5G Slicing](https://650group.com/blog/category/5g-slicing/)
- [Tomahawk 5](https://650group.com/blog/category/tomahawk-5/)
- [Lanner](https://650group.com/blog/category/lanner/)
- [Actapio](https://650group.com/blog/category/actapio/)
- [UfiSpace](https://650group.com/blog/category/ufispace/)
- [Convergence](https://650group.com/blog/category/convergence/)
- [SpectrumX](https://650group.com/blog/category/spectrumx/)
- [Celona](https://650group.com/blog/category/celona/)
- [Private Cellular](https://650group.com/blog/category/private-cellular/)
- [OmniVista](https://650group.com/blog/category/omnivista/)
- [optics](https://650group.com/blog/category/optics/)
- [NVLink](https://650group.com/blog/category/nvlink/)
- [golden screw](https://650group.com/blog/category/golden-screw/)
- [Tariff](https://650group.com/blog/category/tariff/)
- [tariff war](https://650group.com/blog/category/tariff-war/)
- [China](https://650group.com/blog/category/china/)
- [Vietnam](https://650group.com/blog/category/vietnam/)
- [DOCA Argus](https://650group.com/blog/category/doca-argus/)
- [RSAC25](https://650group.com/blog/category/rsac25/)
- [Security for AI](https://650group.com/blog/category/security-for-ai/)
- [BlueField](https://650group.com/blog/category/bluefield/)
- [Join Digital](https://650group.com/blog/category/join-digital/)
- [Meter](https://650group.com/blog/category/meter/)
- [Claus Hetting](https://650group.com/blog/category/claus-hetting/)
- [Helium](https://650group.com/blog/category/helium/)
- [Pavlov Media](https://650group.com/blog/category/pavlov-media/)
- [SmartWAVE](https://650group.com/blog/category/smartwave/)
- [Alta Labs](https://650group.com/blog/category/alta-labs/)
- [GoZone WiFi](https://650group.com/blog/category/gozone-wifi/)
- [carriers](https://650group.com/blog/category/carriers/)
- [UA Link](https://650group.com/blog/category/ua-link/)
- [MI355X](https://650group.com/blog/category/mi355x/)
- [MI400](https://650group.com/blog/category/mi400/)
- [xAI](https://650group.com/blog/category/xai/)
- [HUMAIN](https://650group.com/blog/category/humain/)
- [OpenAI](https://650group.com/blog/category/openai/)
- [AI Infrastructure](https://650group.com/blog/category/ai-infrastructure/)
- [Sam Altman](https://650group.com/blog/category/sam-altman/)
- [Lisa Su](https://650group.com/blog/category/lisa-su/)
- [Advancing AI 2025 Keynote](https://650group.com/blog/category/advancing-ai-2025-keynote/)
- [D2C](https://650group.com/blog/category/d2c/)
- [agentic AI](https://650group.com/blog/category/agentic-ai/)
- [Greenlake Intelligence](https://650group.com/blog/category/greenlake-intelligence/)
- [Morpheus](https://650group.com/blog/category/morpheus/)
- [Zerto](https://650group.com/blog/category/zerto/)
- [Alletra](https://650group.com/blog/category/alletra/)
- [MCP Protocol](https://650group.com/blog/category/mcp-protocol/)
- [Greenlake Copilot](https://650group.com/blog/category/greenlake-copilot/)
- [Discover2025](https://650group.com/blog/category/discover2025/)
- [Aruba Central agentic mesh](https://650group.com/blog/category/aruba-central-agentic-mesh/)
- [T-Satellite](https://650group.com/blog/category/t-satellite/)
- [HPE Juniper Networking](https://650group.com/blog/category/hpe-juniper-networking/)
- [DOJ Settlement](https://650group.com/blog/category/doj-settlement/)
- [Antonio Neri](https://650group.com/blog/category/antonio-neri/)
- [AI Ops](https://650group.com/blog/category/ai-ops/)
- [Instant On](https://650group.com/blog/category/instant-on/)
- [HPE Closes Juniper Acquisition](https://650group.com/blog/category/hpe-closes-juniper-acquisition/)
- [UALink](https://650group.com/blog/category/ualink/)
- [ScaleUp](https://650group.com/blog/category/scaleup/)
- [#25G PON](https://650group.com/blog/category/25g-pon-2/)
- [#50G PON](https://650group.com/blog/category/50g-pon-2/)
- [HKBN](https://650group.com/blog/category/hkbn/)
- [Passive Optical LAN](https://650group.com/blog/category/passive-optical-lan/)
- [POL](https://650group.com/blog/category/pol/)
- [ngFWA](https://650group.com/blog/category/ngfwa/)
- [G2](https://650group.com/blog/category/g2/)
- [Basil Alwan](https://650group.com/blog/category/basil-alwan/)
- [David Heard](https://650group.com/blog/category/david-heard/)
- [Zayo](https://650group.com/blog/category/zayo/)
- [SReXperts25](https://650group.com/blog/category/srexperts25/)
- [Wavelengths25](https://650group.com/blog/category/wavelengths25/)
- [WhatsApp](https://650group.com/blog/category/whatsapp/)
- [T-Mobile US](https://650group.com/blog/category/t-mobile-us/)
- [NTN](https://650group.com/blog/category/ntn/)
- [Turkcell](https://650group.com/blog/category/turkcell/)
- [Pre-6G](https://650group.com/blog/category/pre-6g/)
- [GigaMIMO](https://650group.com/blog/category/gigamimo/)
- [Windtre](https://650group.com/blog/category/windtre/)
- [Fastweb](https://650group.com/blog/category/fastweb/)
- [A1](https://650group.com/blog/category/a1/)
- [VEVO](https://650group.com/blog/category/vevo/)
- [Coverge](https://650group.com/blog/category/coverge/)
- [Ooredoo](https://650group.com/blog/category/ooredoo/)
- [UMobile](https://650group.com/blog/category/umobile/)
- [EOLO](https://650group.com/blog/category/eolo/)
- [Zhao Houlin](https://650group.com/blog/category/zhao-houlin/)
- [scale-out](https://650group.com/blog/category/scale-out/)
- [scale-up](https://650group.com/blog/category/scale-up/)
- [ai data center](https://650group.com/blog/category/ai-data-center/)
- [neoclouds](https://650group.com/blog/category/neoclouds/)
- [soverign clouds](https://650group.com/blog/category/soverign-clouds/)
- [GPUs](https://650group.com/blog/category/gpus/)
- [AI for networking](https://650group.com/blog/category/ai-for-networking/)
- [nexus](https://650group.com/blog/category/nexus/)
- [hyperfabric](https://650group.com/blog/category/hyperfabric/)
- [thousandeyes](https://650group.com/blog/category/thousandeyes/)
- [FortiEndpoint](https://650group.com/blog/category/fortiendpoint/)
- [FortiClient](https://650group.com/blog/category/forticlient/)
- [AI-RAN](https://650group.com/blog/category/ai-ran/)
- [Arc-Pro](https://650group.com/blog/category/arc-pro/)
- [Aerial RAN Computer-Pro](https://650group.com/blog/category/aerial-ran-computer-pro/)
- [Soma Velayutham](https://650group.com/blog/category/soma-velayutham/)
- [Aji Ed](https://650group.com/blog/category/aji-ed/)
- [MSP NaaS](https://650group.com/blog/category/msp-naas/)
- [Extreme Platform ONE](https://650group.com/blog/category/extreme-platform-one/)
- [NASDAQ](https://650group.com/blog/category/nasdaq/)
- [Norman Rice](https://650group.com/blog/category/norman-rice/)
- [Stan Kovler](https://650group.com/blog/category/stan-kovler/)
- [cpo](https://650group.com/blog/category/cpo/)
- [scale up](https://650group.com/blog/category/scale-up-2/)
- [scale out](https://650group.com/blog/category/scale-out-2/)
- [ECU](https://650group.com/blog/category/ecu/)
- [scale across](https://650group.com/blog/category/scale-across/)